Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-36,460
| Closed | -$702K | – | 126 |
|
|
2022
Q4 | $702K | Buy |
36,460
+1,335
| +4% | +$25.7K | 0.18% | 60 |
|
|
2022
Q3 | $712K | Buy |
35,125
+2,875
| +9% | +$58.3K | 0.2% | 58 |
|
|
2022
Q2 | $687K | Buy |
32,250
+985
| +3% | +$21K | 0.17% | 62 |
|
|
2022
Q1 | $1M | Sell |
31,265
-10,465
| -25% | -$335K | 0.21% | 55 |
|
|
2021
Q4 | $1.67K | Buy |
+41,730
| New | +$1.67K | 0.25% | 41 |
|