YorkBridge Wealth Partners’s SPDR EURO STOXX Small Cap ETF SMEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-250
| Closed | -$14K | – | 731 |
|
|
2019
Q2 | $14K | Hold |
250
| – | – | 0.01% | 508 |
|
|
2019
Q1 | $14K | Hold |
250
| – | – | 0.01% | 523 |
|
|
2018
Q4 | $13K | Hold |
250
| – | – | 0.01% | 542 |
|
|
2018
Q3 | $15K | Hold |
250
| – | – | 0.01% | 572 |
|
|
2018
Q2 | $15K | Hold |
250
| – | – | 0.01% | 585 |
|
|
2018
Q1 | $16K | Hold |
250
| – | – | 0.01% | 577 |
|
|
2017
Q4 | $16K | Hold |
250
| – | – | 0.01% | 586 |
|
|
2017
Q3 | $16K | Buy |
+250
| New | +$16K | 0.01% | 581 |
|