Concentrum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-73,705
| Closed | -$3.69M | – | 74 |
|
|
2024
Q2 | $3.69M | Buy |
73,705
+3,886
| +6% | +$194K | 1.55% | 15 |
|
|
2024
Q1 | $3.67M | Buy |
69,819
+3,973
| +6% | +$209K | 1.69% | 15 |
|
|
2023
Q4 | $3.15M | Sell |
65,846
-3,886
| -6% | -$186K | 1.64% | 15 |
|
|
2023
Q3 | $2.93M | Buy |
69,732
+5,943
| +9% | +$250K | 1.77% | 14 |
|
|
2023
Q2 | $2.93M | Buy |
+63,789
| New | +$2.93M | 1.88% | 12 |
|