Congress Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Buy	21,276 +3,032	+17%	+$173K	0.01%	651
2025 Q1	$993K	Sell	18,244 -97	-0.5%	-$5.19K	0.01%	637
2024 Q4	$883K	Sell	18,341 -6,684	-27%	-$333K	0.01%	537
2024 Q3	$1.33M	Sell	25,025 -783	-3%	-$39.9K	0.02%	471
2024 Q2	$1.29M	Sell	25,808 -933	-3%	-$48.4K	0.02%	396
2024 Q1	$1.41M	Buy	+26,741	New	+$1.32M	0.02%	346
2023 Q4	–	Sell	-30,801	Closed	-$1.29M	–	627
2023 Q3	$1.29M	Buy	30,801 +4,738	+18%	+$212K	0.03%	349
2023 Q2	$1.2M	Hold	26,063	–	–	0.03%	322
2023 Q1	$1.17M	Buy	26,063 +7,700	+42%	+$331K	0.03%	324
2022 Q4	$711K	Buy	+18,363	New	+$671K	0.02%	370