CIA
Concurrent Investment Advisors’s SPDR Euro Stoxx 50 ETF FEZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,810
| Closed | -$207K | – | 1353 |
|
|
2025
Q1 | $207K | Sell |
3,810
-494
| -11% | -$26.9K | 0.01% | 1101 |
|
|
2024
Q4 | $207K | Buy |
4,304
+153
| +4% | +$7.37K | 0.01% | 963 |
|
|
2024
Q3 | $221K | Sell |
4,151
-2,791
| -40% | -$149K | 0.01% | 894 |
|
|
2024
Q2 | $347K | Sell |
6,942
-5,367
| -44% | -$269K | 0.01% | 683 |
|
|
2024
Q1 | $647K | Sell |
12,309
-1,732
| -12% | -$91K | 0.03% | 475 |
|
|
2023
Q4 | $671K | Buy |
+14,041
| New | +$671K | 0.03% | 417 |
|