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Confluence Wealth Services’s Global X FinTech ETF FINX Stock Holding History

Confluence Wealth Services’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-196
Closed -$7K – 550
2021
Q4 		$7K Buy
+196
New +$9.29K ﹤0.01% 991

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Confluence Wealth Services's FINX Position: Q1 2022 in Review

Confluence Wealth Services sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 196 shares — an estimated $7K sold.

Confluence Wealth Services first reported a position in FINX in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

  • Confluence Wealth Services reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 196 Global X FinTech ETF shares in Q1 2022, an estimated $7K.
  • Confluence Wealth Services first reported a position in Global X FinTech ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Global X FinTech ETF position peaked at $7K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.