WP
SMEZ

WealthPLAN Partners’s SPDR EURO STOXX Small Cap ETF SMEZ Stock Holding History

WealthPLAN Partners’s Portfolio SMEZ Stock Details SMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,065
Closed -$254K – 292
2019
Q4 		$254K Sell
4,065
-150
-4% -$8.88K 0.03% 217
2019
Q3 		$249K Buy
+4,215
New +$239K 0.03% 213

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AIC
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