Obermeyer Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,135
| Closed | -$417K | – | 219 |
|
|
2022
Q1 | $417K | Buy |
10,135
+2,135
| +27% | +$87.8K | 0.03% | 136 |
|
|
2021
Q4 | $373K | Hold |
8,000
| – | – | 0.02% | 144 |
|
|
2021
Q3 | $362K | Hold |
8,000
| – | – | 0.02% | 142 |
|
|
2021
Q2 | $375K | Hold |
8,000
| – | – | 0.02% | 144 |
|
|
2021
Q1 | $356K | Buy |
+8,000
| New | +$356K | 0.02% | 146 |
|