JNBA Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-370
| Closed | -$13K | – | 578 |
|
2020
Q2 | $13K | Buy |
+370
| New | +$13K | ﹤0.01% | 375 |
|
2018
Q4 | – | Sell |
-756
| Closed | -$29K | – | 597 |
|
2018
Q3 | $29K | Buy |
756
+699
| +1,226% | +$26.8K | 0.01% | 277 |
|
2018
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 488 |
|
2018
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 460 |
|
2017
Q4 | $2K | Sell |
57
-13
| -19% | -$456 | ﹤0.01% | 449 |
|
2017
Q3 | $3K | Sell |
70
-9
| -11% | -$386 | ﹤0.01% | 421 |
|
2017
Q2 | $3K | Buy |
79
+29
| +58% | +$1.1K | ﹤0.01% | 406 |
|
2017
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 430 |
|
2016
Q4 | – | Sell |
-27,746
| Closed | -$909K | – | 774 |
|
2016
Q3 | $909K | Buy |
+27,746
| New | +$909K | 0.13% | 53 |
|