AWM
Activest Wealth Management’s Global X FinTech ETF FINX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,235
| Closed | -$161K | – | 400 |
|
|
2022
Q4 | $161K | Buy |
8,235
+405
| +5% | +$7.93K | 0.05% | 100 |
|
|
2022
Q3 | $159K | Buy |
+7,830
| New | +$159K | 0.05% | 96 |
|
|
2022
Q1 | – | Sell |
-394
| Closed | -$16K | – | 347 |
|
|
2021
Q4 | $16K | Hold |
394
| – | – | 0.01% | 182 |
|
|
2021
Q3 | $19K | Hold |
394
| – | – | 0.01% | 178 |
|
|
2021
Q2 | $19K | Hold |
394
| – | – | 0.01% | 150 |
|
|
2021
Q1 | $17K | Buy |
+394
| New | +$17K | 0.01% | 153 |
|