Upper Left 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 | $2.79M | Sell |
46,698
-378
| -0.8% | -$22.6K | 1.86% | 22 |
|
|
2025
Q1 | $2.56M | Buy |
47,076
+101
| +0.2% | +$5.5K | 1.84% | 24 |
|
|
2024
Q4 | $2.26M | Buy |
46,975
+2,112
| +5% | +$102K | 1.93% | 20 |
|
|
2024
Q3 | $2.36M | Buy |
44,863
+10,953
| +32% | +$575K | 2.06% | 20 |
|
|
2024
Q2 | $1.7M | Buy |
33,910
+2,086
| +7% | +$104K | 1.53% | 21 |
|
|
2024
Q1 | $1.67M | Sell |
31,824
-7,936
| -20% | -$417K | 1.55% | 21 |
|
|
2023
Q4 | $1.9M | Buy |
39,760
+961
| +2% | +$45.9K | 1.86% | 19 |
|
|
2023
Q3 | $1.63M | Buy |
38,799
+1,996
| +5% | +$83.9K | 1.7% | 20 |
|
|
2023
Q2 | $1.69M | Buy |
36,803
+558
| +2% | +$25.7K | 1.88% | 21 |
|
|
2023
Q1 | $1.63M | Sell |
36,245
-128
| -0.4% | -$5.75K | 1.85% | 20 |
|
|
2022
Q4 | $1.41M | Sell |
36,373
-5,830
| -14% | -$226K | 1.66% | 21 |
|
|
2022
Q3 | $1.33M | Sell |
42,203
-5,736
| -12% | -$181K | 1.73% | 19 |
|
|
2022
Q2 | $1.67M | Sell |
47,939
-3,943
| -8% | -$137K | 1.93% | 20 |
|
|
2022
Q1 | $2.16M | Buy |
51,882
+14,940
| +40% | +$622K | 2.24% | 19 |
|
|
2021
Q4 | $1.74M | Buy |
+36,942
| New | +$1.74M | 1.74% | 20 |
|