Carroll Financial Associates’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
Q4 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 762 |
|
|
2021
Q3 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 748 |
|
|
2021
Q2 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 832 |
|
|
2021
Q1 | $44K | Sell |
1,000
-490
| -33% | -$21.6K | ﹤0.01% | 800 |
|
|
2020
Q4 | $69K | Hold |
1,490
| – | – | ﹤0.01% | 609 |
|
|
2020
Q3 | $56K | Hold |
1,490
| – | – | ﹤0.01% | 625 |
|
|
2020
Q2 | $49K | Buy |
+1,490
| New | +$49K | ﹤0.01% | 663 |
|
|
2020
Q1 | – | Sell |
-1,755
| Closed | -$53K | – | 1521 |
|
|
2019
Q4 | $53K | Buy |
+1,755
| New | +$53K | ﹤0.01% | 636 |
|
|
2019
Q3 | – | Sell |
-197
| Closed | -$5K | – | 1580 |
|
|
2019
Q2 | $5K | Sell |
197
-300
| -60% | -$7.61K | ﹤0.01% | 1191 |
|
|
2019
Q1 | $13K | Hold |
497
| – | – | ﹤0.01% | 867 |
|
|
2018
Q4 | $11K | Hold |
497
| – | – | ﹤0.01% | 824 |
|
|
2018
Q3 | $14K | Hold |
497
| – | – | ﹤0.01% | 810 |
|
|
2018
Q2 | $12K | Hold |
497
| – | – | ﹤0.01% | 808 |
|
|
2018
Q1 | $11K | Buy |
+497
| New | +$11K | ﹤0.01% | 808 |
|