Personal CFO Solutions’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 |
-4,389
| Closed | -$234K | – | 512 |
|
|
2024
Q3 | $234K | Hold |
4,389
| – | – | 0.03% | 491 |
|
|
2024
Q2 | $220K | Hold |
4,389
| – | – | 0.03% | 473 |
|
|
2024
Q1 | $231K | Hold |
4,389
| – | – | 0.04% | 482 |
|
|
2023
Q4 | $210K | Buy |
+4,389
| New | +$210K | 0.04% | 478 |
|
|
2023
Q3 | – | Sell |
-4,389
| Closed | -$202K | – | 478 |
|
|
2023
Q2 | $202K | Buy |
+4,389
| New | +$202K | 0.04% | 443 |
|
|
2022
Q4 | – | Sell |
-9,259
| Closed | -$285K | – | 469 |
|
|
2022
Q3 | $285K | Hold |
9,259
| – | – | 0.07% | 262 |
|
|
2022
Q2 | $322K | Hold |
9,259
| – | – | 0.08% | 247 |
|
|
2022
Q1 | $381K | Sell |
9,259
-15
| -0.2% | -$617 | 0.08% | 254 |
|
|
2021
Q4 | $433K | Buy |
9,274
+15
| +0.2% | +$700 | 0.08% | 225 |
|
|
2021
Q3 | $419K | Hold |
9,259
| – | – | 0.09% | 214 |
|
|
2021
Q2 | $434K | Sell |
9,259
-1,140
| -11% | -$53.4K | 0.09% | 211 |
|
|
2021
Q1 | $463K | Hold |
10,399
| – | – | 0.1% | 193 |
|
|
2020
Q4 | $434K | Sell |
10,399
-2,000
| -16% | -$83.5K | 0.11% | 188 |
|
|
2020
Q3 | $0 | Sell |
12,399
-1,200
| -9% | – | ﹤0.01% | 207 |
|
|
2020
Q2 | $483K | Sell |
13,599
-5,488
| -29% | -$195K | 0.14% | 135 |
|
|
2020
Q1 | $563K | Hold |
19,087
| – | – | 0.2% | 106 |
|
|
2019
Q4 | $779K | Sell |
19,087
-1,685
| -8% | -$68.8K | 0.22% | 96 |
|
|
2019
Q3 | $784K | Buy |
+20,772
| New | +$784K | 0.31% | 77 |
|