Merriman 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
Q3 | – | Sell |
-15,715
| Closed | -$786K | – | 221 |
|
|
2024
Q2 | $786K | Buy |
+15,715
| New | +$786K | 0.03% | 110 |
|
|
2023
Q4 | – | Sell |
-21,866
| Closed | -$919K | – | 198 |
|
|
2023
Q3 | $919K | Sell |
21,866
-989
| -4% | -$41.5K | 0.05% | 84 |
|
|
2023
Q2 | $1.05M | Sell |
22,855
-1,382
| -6% | -$63.5K | 0.05% | 98 |
|
|
2023
Q1 | $1.09M | Sell |
24,237
-476
| -2% | -$21.4K | 0.06% | 85 |
|
|
2022
Q4 | $956K | Buy |
+24,713
| New | +$956K | 0.05% | 99 |
|
|
2020
Q1 | – | Sell |
-31,461
| Closed | -$1.28M | – | 171 |
|
|
2019
Q4 | $1.28M | Buy |
+31,461
| New | +$1.28M | 0.25% | 75 |
|