Dynamic Advisor Solutions’s Global X FinTech ETF FINX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,294
| Closed | -$905K | – | 704 |
|
|
2024
Q3 | $905K | Buy |
+32,294
| New | +$905K | 0.03% | 481 |
|
|
2021
Q4 | – | Sell |
-16,124
| Closed | -$774K | – | 736 |
|
|
2021
Q3 | $774K | Sell |
16,124
-658
| -4% | -$31.6K | 0.06% | 340 |
|
|
2021
Q2 | $800K | Buy |
16,782
+1,770
| +12% | +$84.4K | 0.06% | 315 |
|
|
2021
Q1 | $662K | Buy |
15,012
+3,312
| +28% | +$146K | 0.06% | 321 |
|
|
2020
Q4 | $547K | Buy |
11,700
+3,105
| +36% | +$145K | 0.05% | 347 |
|
|
2020
Q3 | $326K | Hold |
8,595
| – | – | 0.04% | 405 |
|
|
2020
Q2 | $286K | Sell |
8,595
-115
| -1% | -$3.83K | 0.04% | 392 |
|
|
2020
Q1 | $210K | Sell |
8,710
-4,151
| -32% | -$100K | 0.04% | 396 |
|
|
2019
Q4 | $391K | Sell |
12,861
-15
| -0.1% | -$456 | 0.05% | 348 |
|
|
2019
Q3 | $370K | Buy |
12,876
+237
| +2% | +$6.81K | 0.06% | 332 |
|
|
2019
Q2 | $373K | Buy |
+12,639
| New | +$373K | 0.06% | 318 |
|