BBJS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $25.2K | Sell |
900
-2
| -0.2% | -$56 | 0.01% | 94 |
|
|
2024
Q2 | $22.7K | Sell |
902
-15
| -2% | -$377 | 0.01% | 96 |
|
|
2024
Q1 | $25.6K | Sell |
917
-173,158
| -99% | -$4.82M | 0.01% | 79 |
|
|
2023
Q4 | $4.45M | Sell |
174,075
-47,363
| -21% | -$1.21M | 1.55% | 17 |
|
|
2023
Q3 | $4.46M | Buy |
221,438
+14,102
| +7% | +$284K | 1.69% | 16 |
|
|
2023
Q2 | $4.58M | Buy |
207,336
+8,055
| +4% | +$178K | 1.83% | 15 |
|
|
2023
Q1 | $4.15M | Buy |
199,281
+47,218
| +31% | +$983K | 1.69% | 17 |
|
|
2022
Q4 | $2.93M | Buy |
+152,063
| New | +$2.93M | 1.32% | 21 |
|