Atria Wealth Solutions’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
Q1 | – | Sell |
-8,955
| Closed | -$281K | – | 1919 |
|
|
2024
Q4 | $281K | Hold |
8,955
| – | – | ﹤0.01% | 1571 |
|
|
2024
Q3 | $251K | Sell |
8,955
-1,809
| -17% | -$50.7K | ﹤0.01% | 1605 |
|
|
2024
Q2 | $271K | Sell |
10,764
-4,410
| -29% | -$111K | ﹤0.01% | 1549 |
|
|
2024
Q1 | $423K | Sell |
15,174
-1,145
| -7% | -$31.9K | ﹤0.01% | 1340 |
|
|
2023
Q4 | $417K | Sell |
16,319
-2,470
| -13% | -$63.2K | 0.01% | 1296 |
|
|
2023
Q3 | $378K | Buy |
18,789
+698
| +4% | +$14.1K | 0.01% | 1268 |
|
|
2023
Q2 | $400K | Sell |
18,091
-378
| -2% | -$8.36K | 0.01% | 1265 |
|
|
2023
Q1 | $385K | Sell |
18,469
-1,176
| -6% | -$24.5K | 0.01% | 1283 |
|
|
2022
Q4 | $378K | Sell |
19,645
-2,616
| -12% | -$50.4K | 0.01% | 1221 |
|
|
2022
Q3 | $451K | Buy |
22,261
+1,722
| +8% | +$34.9K | 0.01% | 1072 |
|
|
2022
Q2 | $439K | Buy |
20,539
+13,902
| +209% | +$297K | 0.01% | 1014 |
|
|
2022
Q1 | $213K | Buy |
+6,637
| New | +$213K | ﹤0.01% | 1552 |
|