CAPTRUST Financial Advisors’s Global X FinTech ETF FINX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $367K | Buy |
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|
2023
Q2 | $378K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $166K | Sell |
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|
2022
Q1 | $367K | Buy |
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|
2021
Q4 | $483K | Sell |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $344K | Buy |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q2 | $182K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3K | Buy |
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|
2019
Q2 | $2K | Buy |
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