EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71K | Hold |
50
| – | – | ﹤0.01% | 3545 |
|
|
2025
Q1 | $1.38K | Hold |
50
| – | – | ﹤0.01% | 3098 |
|
|
2024
Q4 | $1.56K | Hold |
50
| – | – | ﹤0.01% | 2809 |
|
|
2024
Q3 | $1.4K | Hold |
50
| – | – | ﹤0.01% | 2639 |
|
|
2024
Q2 | $1.32K | Sell |
50
-63
| -56% | -$1.66K | ﹤0.01% | 2669 |
|
|
2024
Q1 | $2.83K | Buy |
+113
| New | +$2.83K | ﹤0.01% | 2271 |
|
|
2023
Q2 | – | Sell |
-255
| Closed | -$5.31K | – | 2533 |
|
|
2023
Q1 | $5.31K | Hold |
255
| – | – | ﹤0.01% | 1628 |
|
|
2022
Q4 | $4.91K | Buy |
+255
| New | +$4.91K | ﹤0.01% | 1608 |
|