Congress 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 | $1.27M | Buy |
21,276
+3,032
| +17% | +$181K | 0.01% | 651 |
|
|
2025
Q1 | $993K | Sell |
18,244
-97
| -0.5% | -$5.28K | 0.01% | 637 |
|
|
2024
Q4 | $883K | Sell |
18,341
-6,684
| -27% | -$322K | 0.01% | 537 |
|
|
2024
Q3 | $1.33M | Sell |
25,025
-783
| -3% | -$41.7K | 0.02% | 471 |
|
|
2024
Q2 | $1.29M | Sell |
25,808
-933
| -3% | -$46.7K | 0.02% | 396 |
|
|
2024
Q1 | $1.41M | Buy |
+26,741
| New | +$1.41M | 0.02% | 346 |
|
|
2023
Q4 | – | Sell |
-30,801
| Closed | -$1.29M | – | 627 |
|
|
2023
Q3 | $1.29M | Buy |
30,801
+4,738
| +18% | +$199K | 0.03% | 349 |
|
|
2023
Q2 | $1.2M | Hold |
26,063
| – | – | 0.03% | 322 |
|
|
2023
Q1 | $1.17M | Buy |
26,063
+7,700
| +42% | +$346K | 0.03% | 324 |
|
|
2022
Q4 | $711K | Buy |
+18,363
| New | +$711K | 0.02% | 370 |
|