Evercore Wealth Management’s 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 | $290K | Sell |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $380K | Hold |
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|
2021
Q1 | $361K | Hold |
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|
2020
Q4 | $338K | Buy |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $241K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $21K | Hold |
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|
2016
Q1 | $23K | Sell |
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|
2015
Q4 | $41K | Hold |
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|
2015
Q3 | $40K | Hold |
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|
2015
Q2 | $45K | Hold |
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|
2015
Q1 | $46K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $47K | Hold |
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|
2014
Q2 | $52K | Hold |
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|
2014
Q1 | $50K | Buy |
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|
2013
Q4 | $29K | Buy |
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