BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,832
| Closed | -$272K | – | 1197 |
|
|
2020
Q4 | $272K | Sell |
5,832
-262
| -4% | -$12.2K | 0.04% | 208 |
|
|
2020
Q3 | $231K | Hold |
6,094
| – | – | 0.04% | 206 |
|
|
2020
Q2 | $202K | Hold |
6,094
| – | – | 0.04% | 217 |
|
|
2020
Q1 | $147K | Hold |
6,094
| – | – | 0.03% | 236 |
|
|
2019
Q4 | $185K | Hold |
6,094
| – | – | 0.05% | 197 |
|
|
2019
Q3 | $175K | Hold |
6,094
| – | – | 0.04% | 208 |
|
|
2019
Q2 | $180K | Buy |
+6,094
| New | +$180K | 0.05% | 199 |
|