Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,100
| Closed | -$244K | – | 512 |
|
|
2023
Q4 | $244K | Buy |
+5,100
| New | +$244K | 0.04% | 412 |
|
|
2021
Q2 | – | Sell |
-7,850
| Closed | -$349K | – | 491 |
|
|
2021
Q1 | $349K | Sell |
7,850
-1,000
| -11% | -$44.5K | 0.07% | 331 |
|
|
2020
Q4 | $369K | Sell |
8,850
-3,400
| -28% | -$142K | 0.07% | 310 |
|
|
2020
Q3 | $445K | Buy |
+12,250
| New | +$445K | 0.1% | 244 |
|