Wunderlich Capital Managemnt’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-18,434
| Closed | -$635K | – | 91 |
|
|
2015
Q4 | $635K | Sell |
18,434
-1,638
| -8% | -$56.4K | 0.55% | 75 |
|
|
2015
Q3 | $679K | Buy |
20,072
+1,504
| +8% | +$50.9K | 0.63% | 78 |
|
|
2015
Q2 | $694K | Sell |
18,568
-1,090
| -6% | -$40.7K | 0.67% | 62 |
|
|
2015
Q1 | $760K | Hold |
19,658
| – | – | 0.69% | 66 |
|
|
2014
Q4 | $720K | Sell |
19,658
-2,096
| -10% | -$76.8K | 0.61% | 85 |
|
|
2014
Q3 | $860K | Buy |
21,754
+163
| +0.8% | +$6.44K | 0.77% | 82 |
|
|
2014
Q2 | $930K | Buy |
21,591
+54
| +0.3% | +$2.33K | 0.85% | 78 |
|
|
2014
Q1 | $920K | Buy |
21,537
+265
| +1% | +$11.3K | 0.87% | 74 |
|
|
2013
Q4 | $900K | Buy |
+21,272
| New | +$900K | 0.86% | 62 |
|