Walkner Condon Financial Advisors’s SPDR Portfolio Europe ETF SPEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,823
| Closed | -$436K | – | 275 |
|
|
2023
Q4 | $436K | Sell |
10,823
-47,648
| -81% | -$1.92M | 0.1% | 162 |
|
|
2023
Q3 | $2.11M | Sell |
58,471
-1,748
| -3% | -$63.1K | 0.56% | 48 |
|
|
2023
Q2 | $2.32M | Sell |
60,219
-3,107
| -5% | -$120K | 0.61% | 40 |
|
|
2023
Q1 | $2.41M | Buy |
63,326
+477
| +0.8% | +$18.1K | 0.68% | 36 |
|
|
2022
Q4 | $2.18M | Buy |
62,849
+2,292
| +4% | +$79.5K | 0.65% | 37 |
|
|
2022
Q3 | $1.74M | Buy |
60,557
+6,714
| +12% | +$193K | 0.56% | 41 |
|
|
2022
Q2 | $1.77M | Buy |
53,843
+443
| +0.8% | +$14.6K | 0.55% | 44 |
|
|
2022
Q1 | $2.08M | Buy |
+53,400
| New | +$2.08M | 0.59% | 41 |
|
|
2021
Q3 | – | Sell |
-46,267
| Closed | -$1.94M | – | 170 |
|
|
2021
Q2 | $1.94M | Buy |
+46,267
| New | +$1.94M | 0.71% | 36 |
|
|
2020
Q2 | – | Sell |
-14,260
| Closed | -$384K | – | 67 |
|
|
2020
Q1 | $384K | Buy |
14,260
+3,122
| +28% | +$84.1K | 0.41% | 34 |
|
|
2019
Q4 | $406K | Buy |
+11,138
| New | +$406K | 0.39% | 41 |
|