Wealthcare Advisory Partners’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.2K | Buy |
+10,771
| New | +$94.2K | ﹤0.01% | 954 |
|
|
2021
Q2 | – | Sell |
-4,122
| Closed | -$38K | – | 948 |
|
|
2021
Q1 | $38K | Buy |
+4,122
| New | +$38K | ﹤0.01% | 967 |
|
|
2020
Q2 | – | Sell |
-4,122
| Closed | -$26K | – | 645 |
|
|
2020
Q1 | $26K | Buy |
4,122
+1,335
| +48% | +$8.42K | ﹤0.01% | 657 |
|
|
2019
Q4 | $24K | Hold |
2,787
| – | – | ﹤0.01% | 715 |
|
|
2019
Q3 | $23K | Sell |
2,787
-4,350
| -61% | -$35.9K | ﹤0.01% | 711 |
|
|
2019
Q2 | $59K | Sell |
7,137
-660
| -8% | -$5.46K | 0.01% | 469 |
|
|
2019
Q1 | $63K | Sell |
7,797
-1,200
| -13% | -$9.7K | 0.01% | 417 |
|
|
2018
Q4 | $67K | Hold |
8,997
| – | – | 0.01% | 376 |
|
|
2018
Q3 | $85K | Buy |
8,997
+1,720
| +24% | +$16.3K | 0.02% | 363 |
|
|
2018
Q2 | $68K | Buy |
7,277
+2,490
| +52% | +$23.3K | 0.01% | 400 |
|
|
2018
Q1 | $44K | Buy |
4,787
+2,787
| +139% | +$25.6K | 0.01% | 427 |
|
|
2017
Q4 | $19K | Buy |
+2,000
| New | +$19K | ﹤0.01% | 547 |
|