WFG 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-150
| Closed | -$5K | – | 1540 |
|
2016
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 1252 |
|
2016
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 1262 |
|
2016
Q2 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 1235 |
|
2015
Q3 | – | Sell |
-800
| Closed | -$30K | – | 1633 |
|
2015
Q2 | $30K | Buy |
+800
| New | +$30K | 0.01% | 866 |
|
2015
Q1 | – | Sell |
-400
| Closed | -$15K | – | 1851 |
|
2014
Q4 | $15K | Buy |
400
+100
| +33% | +$3.75K | ﹤0.01% | 1316 |
|
2014
Q3 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 1419 |
|