Carson Wealth (CWM LLC)’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
Q4 | – | Sell |
-52
| Closed | -$1K | – | 4246 |
|
|
2023
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 3974 |
|
|
2023
Q2 | $1K | Sell |
52
-106
| -67% | -$2.04K | ﹤0.01% | 3946 |
|
|
2023
Q1 | $3K | Buy |
+158
| New | +$3K | ﹤0.01% | 3493 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$4K | – | 3613 |
|
|
2021
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 2810 |
|
|
2021
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 2621 |
|
|
2021
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 2621 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 2621 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 2621 |
|
|
2020
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 2621 |
|
|
2020
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 2621 |
|
|
2019
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 2621 |
|
|
2019
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 2621 |
|
|
2019
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 2621 |
|
|
2019
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 2621 |
|