Wealthspire Advisors (New York)’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
Q4 | – | Sell |
-4,600
| Closed | -$208K | – | 573 |
|
2021
Q3 | $208K | Hold |
4,600
| – | – | ﹤0.01% | 544 |
|
2021
Q2 | $215K | Sell |
4,600
-2,110
| -31% | -$98.6K | 0.01% | 348 |
|
2021
Q1 | $299K | Sell |
6,710
-1,151
| -15% | -$51.3K | 0.01% | 548 |
|
2020
Q4 | $328K | Hold |
7,861
| – | – | 0.01% | 412 |
|
2020
Q3 | $286K | Buy |
+7,861
| New | +$286K | 0.02% | 240 |
|