OneDigital Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $325K | Hold |
5,445
| – | – | ﹤0.01% | 1118 |
|
2025
Q1 | $296K | Hold |
5,445
| – | – | ﹤0.01% | 1111 |
|
2024
Q4 | $262K | Sell |
5,445
-1,883
| -26% | -$90.7K | ﹤0.01% | 1200 |
|
2024
Q3 | $390K | Buy |
7,328
+2,323
| +46% | +$124K | ﹤0.01% | 1033 |
|
2024
Q2 | $250K | Buy |
5,005
+194
| +4% | +$9.71K | ﹤0.01% | 1187 |
|
2024
Q1 | $253K | Hold |
4,811
| – | – | ﹤0.01% | 969 |
|
2023
Q4 | $230K | Sell |
4,811
-262
| -5% | -$12.5K | ﹤0.01% | 1010 |
|
2023
Q3 | $213K | Sell |
5,073
-113
| -2% | -$4.75K | ﹤0.01% | 918 |
|
2023
Q2 | $238K | Hold |
5,186
| – | – | 0.01% | 901 |
|
2023
Q1 | $233K | Buy |
+5,186
| New | +$233K | 0.01% | 861 |
|