Capital Asset Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-454
| Closed | -$10K | – | 504 |
|
|
2022
Q2 | $10K | Buy |
454
+173
| +62% | +$3.81K | ﹤0.01% | 479 |
|
|
2022
Q1 | $9K | Buy |
281
+30
| +12% | +$961 | ﹤0.01% | 486 |
|
|
2021
Q4 | $11K | Buy |
251
+9
| +4% | +$394 | ﹤0.01% | 505 |
|
|
2021
Q3 | $12K | Hold |
242
| – | – | ﹤0.01% | 584 |
|
|
2021
Q2 | $12K | Hold |
242
| – | – | ﹤0.01% | 616 |
|
|
2021
Q1 | $11K | Sell |
242
-3
| -1% | -$136 | ﹤0.01% | 587 |
|
|
2020
Q4 | $11K | Buy |
+245
| New | +$11K | ﹤0.01% | 1061 |
|