Belpointe Asset 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
Q2 | – | Sell |
-18,979
| Closed | -$395K | – | 1511 |
|
|
2023
Q1 | $395K | Buy |
18,979
+14,714
| +345% | +$306K | 0.02% | 643 |
|
|
2022
Q4 | $82.1K | Buy |
+4,265
| New | +$82.1K | 0.01% | 1345 |
|
|
2022
Q1 | – | Sell |
-5,926
| Closed | -$238K | – | 1248 |
|
|
2021
Q4 | $238K | Hold |
5,926
| – | – | 0.01% | 825 |
|
|
2021
Q3 | $284K | Sell |
5,926
-292
| -5% | -$14K | 0.02% | 706 |
|
|
2021
Q2 | $296K | Buy |
6,218
+269
| +5% | +$12.8K | 0.02% | 673 |
|
|
2021
Q1 | $263K | Buy |
5,949
+2,005
| +51% | +$88.6K | 0.02% | 640 |
|
|
2020
Q4 | $184K | Buy |
3,944
+944
| +31% | +$44K | 0.02% | 726 |
|
|
2020
Q3 | $114K | Sell |
3,000
-135
| -4% | -$5.13K | 0.01% | 729 |
|
|
2020
Q2 | $104K | Buy |
+3,135
| New | +$104K | 0.01% | 716 |
|