United Capital Financial 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 |
-5,344
| Closed | -$223K | – | 1195 |
|
|
2020
Q4 | $223K | Buy |
+5,344
| New | +$223K | ﹤0.01% | 1089 |
|
|
2015
Q2 | – | Sell |
-5,432
| Closed | -$215K | – | 1274 |
|
|
2015
Q1 | $215K | Sell |
5,432
-100
| -2% | -$3.96K | ﹤0.01% | 1162 |
|
|
2014
Q4 | $204K | Sell |
5,532
-3,555
| -39% | -$131K | ﹤0.01% | 1096 |
|
|
2014
Q3 | $361K | Buy |
+9,087
| New | +$361K | 0.01% | 888 |
|
|
2014
Q2 | – | Sell |
-8,600
| Closed | -$367K | – | 844 |
|
|
2014
Q1 | $367K | Buy |
8,600
+1,000
| +13% | +$42.7K | 0.01% | 723 |
|
|
2013
Q4 | $321K | Buy |
+7,600
| New | +$321K | 0.01% | 519 |
|