Kelman-Lazarov Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,601
| Closed | -$205K | – | 96 |
|
|
2019
Q1 | $205K | Buy |
+5,601
| New | +$205K | 0.11% | 90 |
|
|
2018
Q4 | – | Sell |
-8,993
| Closed | -$344K | – | 94 |
|
|
2018
Q3 | $344K | Sell |
8,993
-3,333
| -27% | -$127K | 0.2% | 79 |
|
|
2018
Q2 | $472K | Sell |
12,326
-550
| -4% | -$21.1K | 0.25% | 78 |
|
|
2018
Q1 | $519K | Hold |
12,876
| – | – | 0.28% | 76 |
|
|
2017
Q4 | $524K | Hold |
12,876
| – | – | 0.27% | 83 |
|
|
2017
Q3 | $531K | Hold |
12,876
| – | – | 0.28% | 80 |
|
|
2017
Q2 | $495K | Sell |
12,876
-249
| -2% | -$9.57K | 0.27% | 82 |
|
|
2017
Q1 | $477K | Hold |
13,125
| – | – | 0.31% | 76 |
|
|
2016
Q4 | $439K | Hold |
13,125
| – | – | 0.25% | 84 |
|
|
2016
Q3 | $429K | Sell |
13,125
-250
| -2% | -$8.18K | 0.24% | 88 |
|
|
2016
Q2 | $416K | Sell |
13,375
-800
| -6% | -$24.9K | 0.24% | 89 |
|
|
2016
Q1 | $466K | Buy |
+14,175
| New | +$466K | 0.27% | 87 |
|