Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28,868
| Closed | -$1.57M | – | 1072 |
|
|
2025
Q1 | $1.57M | Buy |
+28,868
| New | +$1.57M | 0.04% | 355 |
|
|
2021
Q1 | – | Sell |
-485
| Closed | -$20K | – | 668 |
|
|
2020
Q4 | $20K | Buy |
+485
| New | +$20K | ﹤0.01% | 1036 |
|
|
2018
Q2 | – | Sell |
-1,795
| Closed | -$72K | – | 364 |
|
|
2018
Q1 | $72K | Hold |
1,795
| – | – | 0.03% | 269 |
|
|
2017
Q4 | $73K | Buy |
1,795
+1,123
| +167% | +$45.7K | 0.03% | 242 |
|
|
2017
Q3 | $28K | Hold |
672
| – | – | 0.01% | 412 |
|
|
2017
Q2 | $26K | Hold |
672
| – | – | 0.01% | 430 |
|
|
2017
Q1 | $24K | Hold |
672
| – | – | 0.01% | 453 |
|
|
2016
Q4 | $24K | Buy |
+672
| New | +$24K | 0.01% | 438 |
|
|
2016
Q3 | – | Sell |
-672
| Closed | -$21K | – | 618 |
|
|
2016
Q2 | $21K | Buy |
+672
| New | +$21K | 0.01% | 334 |
|