YH Tax Sensitive Portfolio Trade Updates- April 20, 2022
Summary
Sell- Eaton Vance Tax-Managed Global Diversified Equity (EXG) 4%.
Buy- BlackRock Enhanced Global Dividend (BOE) 4%.
Trade Rationales:
1) (EXG): The sell of EXG is due to valuation. We purchased EXG a few months ago at a 4% discount, but it currently trades at a small premium over NAV. The 3 year average di…
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