A detailed history of Sax Wealth Advisors, LLC transactions in Eaton Vance Tax Managed Global Diversified Equity Income Fund stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 24,014 shares of EXG stock, worth $201,237. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,014
Previous 11,142 115.53%
Holding current value
$201,237
Previous $94,000 122.34%
% of portfolio
0.02%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$7.86 - $8.77 $101,173 - $112,887
12,872 Added 115.53%
24,014 $209,000
Q3 2023

Nov 07, 2023

BUY
$7.28 - $8.09 $81,113 - $90,138
11,142 New
11,142 $82,000
Q4 2022

Feb 06, 2023

BUY
$7.24 - $8.06 $33,448 - $37,237
4,620 Added 6.32%
77,720 $586,000
Q2 2022

Aug 11, 2022

SELL
$7.65 - $9.81 $30,600 - $39,240
-4,000 Reduced 5.19%
73,100 $564,000
Q1 2022

Apr 20, 2022

BUY
$8.79 - $10.69 $35,160 - $42,760
4,000 Added 5.47%
77,100 $749,000
Q3 2021

Dec 10, 2021

BUY
$9.99 - $10.81 $49,950 - $54,050
5,000 Added 7.34%
73,100 $730,000
Q2 2021

Aug 12, 2021

BUY
$9.35 - $10.3 $140,250 - $154,500
15,000 Added 28.25%
68,100 $695,000
Q1 2021

May 14, 2021

BUY
$8.6 - $9.32 $456,660 - $494,892
53,100 New
53,100 $494,000

Others Institutions Holding EXG

About Eaton Vance Tax-Managed Global Diversified Equity Income Fund


  • Ticker EXG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying stocks of companies....
More about EXG
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