Avitas Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-6,044
| Closed | -$242K | – | 200 |
|
2021
Q4 | $242K | Sell |
6,044
-139
| -2% | -$5.57K | 0.04% | 175 |
|
2021
Q3 | $297K | Sell |
6,183
-82
| -1% | -$3.94K | 0.05% | 183 |
|
2021
Q2 | $299K | Buy |
6,265
+65
| +1% | +$3.1K | 0.05% | 189 |
|
2021
Q1 | $274K | Sell |
6,200
-1,287
| -17% | -$56.9K | 0.05% | 202 |
|
2020
Q4 | $350K | Buy |
+7,487
| New | +$350K | 0.07% | 194 |
|