Baystate 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $28.2K | Hold |
1,103
| – | – | ﹤0.01% | 492 |
|
2023
Q3 | $22.2K | Buy |
1,103
+594
| +117% | +$12K | ﹤0.01% | 459 |
|
2023
Q2 | $11.2K | Buy |
509
+120
| +31% | +$2.65K | ﹤0.01% | 549 |
|
2023
Q1 | $8.11K | Hold |
389
| – | – | ﹤0.01% | 597 |
|
2022
Q4 | $7K | Hold |
389
| – | – | ﹤0.01% | 642 |
|
2022
Q3 | $8K | Buy |
389
+1
| +0.3% | +$21 | ﹤0.01% | 576 |
|
2022
Q2 | $8K | Hold |
388
| – | – | ﹤0.01% | 602 |
|
2022
Q1 | $12K | Buy |
388
+113
| +41% | +$3.5K | ﹤0.01% | 541 |
|
2021
Q4 | $11K | Hold |
275
| – | – | ﹤0.01% | 557 |
|
2021
Q3 | $13K | Hold |
275
| – | – | ﹤0.01% | 493 |
|
2021
Q2 | $13K | Buy |
+275
| New | +$13K | ﹤0.01% | 479 |
|