EWM
Evercore Wealth Management’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 | $290K | Sell |
4,854
-376
| -7% | -$22.5K | ﹤0.01% | 341 |
|
|
2025
Q1 | $285K | Hold |
5,230
| – | – | ﹤0.01% | 341 |
|
|
2024
Q4 | $252K | Hold |
5,230
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $278K | Hold |
5,230
| – | – | ﹤0.01% | 354 |
|
|
2024
Q2 | $262K | Hold |
5,230
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $275K | Hold |
5,230
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $250K | Hold |
5,230
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $220K | Hold |
5,230
| – | – | ﹤0.01% | 370 |
|
|
2023
Q2 | $240K | Hold |
5,230
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $235K | Buy |
+5,230
| New | +$235K | ﹤0.01% | 359 |
|
|
2022
Q3 | – | Sell |
-6,213
| Closed | -$216K | – | 383 |
|
|
2022
Q2 | $216K | Hold |
6,213
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $256K | Sell |
6,213
-1,898
| -23% | -$78.2K | ﹤0.01% | 380 |
|
|
2021
Q4 | $378K | Hold |
8,111
| – | – | 0.01% | 320 |
|
|
2021
Q3 | $367K | Hold |
8,111
| – | – | 0.01% | 327 |
|
|
2021
Q2 | $380K | Hold |
8,111
| – | – | 0.01% | 328 |
|
|
2021
Q1 | $361K | Hold |
8,111
| – | – | 0.01% | 339 |
|
|
2020
Q4 | $338K | Buy |
8,111
+257
| +3% | +$10.7K | 0.01% | 341 |
|
|
2020
Q3 | $285K | Buy |
7,854
+700
| +10% | +$25.4K | 0.01% | 321 |
|
|
2020
Q2 | $254K | Sell |
7,154
-1,000
| -12% | -$35.5K | 0.01% | 324 |
|
|
2020
Q1 | $241K | Buy |
+8,154
| New | +$241K | 0.01% | 319 |
|
|
2016
Q3 | – | Sell |
-686
| Closed | -$21K | – | 1033 |
|
|
2016
Q2 | $21K | Hold |
686
| – | – | ﹤0.01% | 744 |
|
|
2016
Q1 | $23K | Sell |
686
-500
| -42% | -$16.8K | ﹤0.01% | 697 |
|
|
2015
Q4 | $41K | Hold |
1,186
| – | – | ﹤0.01% | 626 |
|
|
2015
Q3 | $40K | Hold |
1,186
| – | – | ﹤0.01% | 622 |
|
|
2015
Q2 | $45K | Hold |
1,186
| – | – | ﹤0.01% | 657 |
|
|
2015
Q1 | $46K | Buy |
+1,186
| New | +$46K | ﹤0.01% | 640 |
|
|
2014
Q4 | – | Sell |
-1,186
| Closed | -$47K | – | 902 |
|
|
2014
Q3 | $47K | Hold |
1,186
| – | – | ﹤0.01% | 619 |
|
|
2014
Q2 | $52K | Hold |
1,186
| – | – | ﹤0.01% | 608 |
|
|
2014
Q1 | $50K | Buy |
1,186
+500
| +73% | +$21.1K | ﹤0.01% | 596 |
|
|
2013
Q4 | $29K | Buy |
+686
| New | +$29K | ﹤0.01% | 630 |
|