Able Wealth Management’s SPDR Euro Stoxx 50 ETF FEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,810
| Closed | -$207K | – | 112 |
|
|
2025
Q1 | $207K | Sell |
3,810
-751
| -16% | -$40.9K | 0.12% | 93 |
|
|
2024
Q4 | $220K | Sell |
4,561
-372
| -8% | -$17.9K | 0.14% | 89 |
|
|
2024
Q3 | $263K | Sell |
4,933
-1,943
| -28% | -$103K | 0.2% | 77 |
|
|
2024
Q2 | $344K | Sell |
6,876
-2,116
| -24% | -$106K | 0.28% | 56 |
|
|
2024
Q1 | $473K | Sell |
8,992
-4,032
| -31% | -$212K | 0.41% | 42 |
|
|
2023
Q4 | $623K | Buy |
+13,024
| New | +$623K | 0.57% | 34 |
|