AWM
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Accurate Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Accurate Wealth Management’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-878
Closed -$17.9K – 661
2022
Q4 		$17.9K Buy
+878
New +$17.7K 0.01% 717

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Accurate Wealth Management's FINX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 878 shares — an estimated $17.9K sold.

Accurate Wealth Management first reported a position in FINX in Q4 2022 and held it in 1 quarter. The position peaked at $17.9K in Q4 2022. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

  • Accurate Wealth Management reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 878 Global X FinTech ETF shares in Q1 2023, an estimated $17.9K.
  • Accurate Wealth Management first reported a position in Global X FinTech ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Global X FinTech ETF position peaked at $17.9K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.