Castle Rock Wealth Management’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
Q1 | – | Sell |
-16,252
| Closed | -$537K | – | 246 |
|
|
2021
Q4 | $537K | Sell |
16,252
-5,238
| -24% | -$173K | 0.22% | 129 |
|
|
2021
Q3 | $1.13M | Buy |
21,490
+60
| +0.3% | +$3.14K | 0.39% | 78 |
|
|
2021
Q2 | $1.04M | Buy |
21,430
+789
| +4% | +$38.3K | 0.38% | 86 |
|
|
2021
Q1 | $972K | Buy |
20,641
+1,507
| +8% | +$71K | 0.39% | 94 |
|
|
2020
Q4 | $906K | Buy |
19,134
+3,512
| +22% | +$166K | 0.38% | 87 |
|
|
2020
Q3 | $623K | Buy |
+15,622
| New | +$623K | 0.41% | 85 |
|