Baldwin Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-100
| Closed | -$4K | – | 693 |
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 613 |
|
2021
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 556 |
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 569 |
|
2021
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 580 |
|
2018
Q1 | – | Sell |
-700
| Closed | -$28K | – | 491 |
|
2017
Q4 | $28K | Hold |
700
| – | – | ﹤0.01% | 346 |
|
2017
Q3 | $29K | Hold |
700
| – | – | ﹤0.01% | 330 |
|
2017
Q2 | $27K | Hold |
700
| – | – | ﹤0.01% | 351 |
|
2017
Q1 | $25K | Hold |
700
| – | – | ﹤0.01% | 354 |
|
2016
Q4 | $23K | Hold |
700
| – | – | ﹤0.01% | 356 |
|
2016
Q3 | $23K | Hold |
700
| – | – | ﹤0.01% | 363 |
|
2016
Q2 | $22K | Hold |
700
| – | – | ﹤0.01% | 331 |
|
2016
Q1 | $23K | Buy |
+700
| New | +$23K | ﹤0.01% | 352 |
|