B. Riley Wealth Advisors’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
Q2 | – | Sell |
-7,573
| Closed | -$243K | – | 1284 |
|
|
2022
Q1 | $243K | Sell |
7,573
-829
| -10% | -$26.6K | 0.01% | 1116 |
|
|
2021
Q4 | $337K | Buy |
8,402
+1,271
| +18% | +$51K | 0.01% | 1011 |
|
|
2021
Q3 | $343K | Buy |
7,131
+232
| +3% | +$11.2K | 0.01% | 978 |
|
|
2021
Q2 | $329K | Buy |
6,899
+991
| +17% | +$47.3K | 0.01% | 968 |
|
|
2021
Q1 | $261K | Buy |
+5,908
| New | +$261K | 0.01% | 1068 |
|