MinichMacGregor 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
Q4 | – | Sell |
-248,600
| Closed | -$13.2M | – | 122 |
|
|
2024
Q3 | $13.2M | Buy |
248,600
+1,960
| +0.8% | +$104K | 2.84% | 7 |
|
|
2024
Q2 | $12.3M | Buy |
246,640
+574
| +0.2% | +$28.7K | 3.01% | 7 |
|
|
2024
Q1 | $13M | Sell |
246,066
-2,312
| -0.9% | -$122K | 3.31% | 5 |
|
|
2023
Q4 | $11.9M | Sell |
248,378
-112,432
| -31% | -$5.38M | 3.43% | 6 |
|
|
2023
Q3 | $15.2M | Buy |
360,810
+10,264
| +3% | +$431K | 5.02% | 4 |
|
|
2023
Q2 | $16.1M | Buy |
350,546
+154,911
| +79% | +$7.12M | 5.03% | 5 |
|
|
2023
Q1 | $8.78M | Buy |
+195,635
| New | +$8.78M | 2.91% | 10 |
|