Accretive Wealth Partners’s Global X FinTech ETF FINX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $246K | Hold |
7,200
| – | – | 0.08% | 134 |
|
2025
Q1 | $204K | Buy |
+7,200
| New | +$204K | 0.07% | 140 |
|
2024
Q3 | – | Sell |
-8,400
| Closed | -$211K | – | 134 |
|
2024
Q2 | $211K | Hold |
8,400
| – | – | 0.09% | 129 |
|
2024
Q1 | $213K | Hold |
8,400
| – | – | 0.09% | 132 |
|
2023
Q4 | $215K | Buy |
+8,400
| New | +$215K | 0.1% | 125 |
|