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