Benjamin F. Edwards & Company’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-80
| Closed | -$3K | – | 2270 |
|
|
2024
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1999 |
|
|
2023
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 2018 |
|
|
2023
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 1701 |
|
|
2023
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 1707 |
|
|
2022
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1760 |
|
|
2022
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 1738 |
|
|
2022
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 1657 |
|
|
2022
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1634 |
|
|
2021
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 1616 |
|
|
2021
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 1615 |
|
|
2021
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 1606 |
|
|
2021
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1598 |
|
|
2020
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 1550 |
|
|
2020
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 1604 |
|
|
2020
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 1629 |
|
|
2019
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1797 |
|
|
2019
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 1773 |
|
|
2019
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 1817 |
|
|
2019
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 1621 |
|
|
2018
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1616 |
|
|
2018
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 1532 |
|
|
2018
Q2 | $2K | Buy |
+80
| New | +$1.97K | ﹤0.01% | 1536 |
|
Other funds holding KOIN
Benjamin F. Edwards & Company's KOIN Position: Q2 2024 in Review
Benjamin F. Edwards & Company sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2024, closing a stake of 80 shares — an estimated $3K sold.
Benjamin F. Edwards & Company first reported a position in KOIN in Q2 2018 and held it in 24 quarters. The position peaked at $3K in Q1 2024. 1 fund tracked by Wall St. Rank holds KOIN as of Q2 2024.
- Benjamin F. Edwards & Company reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2024 after selling out during the quarter.
- Benjamin F. Edwards & Company sold 80 Capital Link Global Fintech Leaders ETF shares in Q2 2024, an estimated $3K.
- Benjamin F. Edwards & Company first reported a position in Capital Link Global Fintech Leaders ETF in Q2 2018 and held it in 24 quarters.
- Benjamin F. Edwards & Company's Capital Link Global Fintech Leaders ETF position peaked at $3K in Q1 2024.
- 1 fund tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2024.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.