Aptus Capital Advisors’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$66.4K | – | 1244 |
|
|
2024
Q1 | $66.4K | Buy |
+2,000
| New | +$62.8K | ﹤0.01% | 865 |
|
|
2023
Q2 | – | Sell |
-2,000
| Closed | -$57.3K | – | 869 |
|
|
2023
Q1 | $57.3K | Hold |
2,000
| – | – | ﹤0.01% | 558 |
|
|
2022
Q4 | $54.1K | Hold |
2,000
| – | – | ﹤0.01% | 595 |
|
|
2022
Q3 | $60K | Hold |
2,000
| – | – | ﹤0.01% | 540 |
|
|
2022
Q2 | $66K | Hold |
2,000
| – | – | ﹤0.01% | 449 |
|
|
2022
Q1 | $80K | Hold |
2,000
| – | – | ﹤0.01% | 482 |
|
|
2021
Q4 | $86K | Hold |
2,000
| – | – | ﹤0.01% | 402 |
|
|
2021
Q3 | $84K | Hold |
2,000
| – | – | ﹤0.01% | 388 |
|
|
2021
Q2 | $86K | Hold |
2,000
| – | – | ﹤0.01% | 403 |
|
|
2021
Q1 | $79K | Hold |
2,000
| – | – | ﹤0.01% | 387 |
|
|
2020
Q4 | $74K | Hold |
2,000
| – | – | ﹤0.01% | 349 |
|
|
2020
Q3 | $67K | Hold |
2,000
| – | – | ﹤0.01% | 343 |
|
|
2020
Q2 | $59K | Hold |
2,000
| – | – | ﹤0.01% | 317 |
|
|
2020
Q1 | $48K | Hold |
2,000
| – | – | ﹤0.01% | 313 |
|
|
2019
Q4 | $56K | Hold |
2,000
| – | – | ﹤0.01% | 390 |
|
|
2019
Q3 | $53K | Buy |
+2,000
| New | +$54.2K | ﹤0.01% | 391 |
|
Other funds holding KOIN
Aptus Capital Advisors's KOIN Position: Q2 2024 in Review
Aptus Capital Advisors sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2024, closing a stake of 2,000 shares — an estimated $66.4K sold.
Aptus Capital Advisors first reported a position in KOIN in Q3 2019 and held it in 16 quarters. The position peaked at $86K in Q4 2021. 1 fund tracked by Wall St. Rank holds KOIN as of Q2 2024.
- Aptus Capital Advisors reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2024 after selling out during the quarter.
- Aptus Capital Advisors sold 2,000 Capital Link Global Fintech Leaders ETF shares in Q2 2024, an estimated $66.4K.
- Aptus Capital Advisors first reported a position in Capital Link Global Fintech Leaders ETF in Q3 2019 and held it in 16 quarters.
- Aptus Capital Advisors's Capital Link Global Fintech Leaders ETF position peaked at $86K in Q4 2021.
- 1 fund tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2024.
Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.