WMS
Wealth Management Solutions’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $85.5K | Hold |
11,602
| – | – | 0.06% | 82 |
|
2023
Q2 | $91.9K | Hold |
11,602
| – | – | 0.06% | 84 |
|
2023
Q1 | $90.6K | Hold |
11,602
| – | – | 0.05% | 89 |
|
2022
Q4 | $88K | Hold |
11,602
| – | – | 0.05% | 89 |
|
2022
Q3 | $84K | Hold |
11,602
| – | – | 0.05% | 82 |
|
2022
Q2 | $89K | Hold |
11,602
| – | – | 0.05% | 94 |
|
2022
Q1 | $113K | Hold |
11,602
| – | – | 0.06% | 110 |
|
2021
Q4 | $124K | Buy |
+11,602
| New | +$124K | 0.06% | 118 |
|