TRUE Private Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,576
| Closed | -$107K | – | 403 |
|
2020
Q4 | $107K | Buy |
2,576
+7
| +0.3% | +$291 | 0.02% | 262 |
|
2020
Q3 | $93K | Buy |
2,569
+6
| +0.2% | +$217 | 0.02% | 259 |
|
2020
Q2 | $91K | Buy |
2,563
+1,212
| +90% | +$43K | 0.02% | 245 |
|
2020
Q1 | $39K | Hold |
1,351
| – | – | 0.01% | 309 |
|
2019
Q4 | $55K | Buy |
+1,351
| New | +$55K | 0.01% | 357 |
|
2019
Q3 | – | Sell |
-1,351
| Closed | -$51K | – | 398 |
|
2019
Q2 | $51K | Buy |
+1,351
| New | +$51K | 0.01% | 342 |
|
2018
Q4 | – | Sell |
-1,351
| Closed | -$51.7K | – | 483 |
|
2018
Q3 | $51.7K | Buy |
+1,351
| New | +$51.7K | 0.01% | 455 |
|