Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$1.93K | – | 2063 |
|
|
2022
Q4 | $1.93K | Hold |
100
| – | – | ﹤0.01% | 1892 |
|
|
2022
Q3 | $2K | Sell |
100
-1,000
| -91% | -$20K | ﹤0.01% | 1832 |
|
|
2022
Q2 | $23K | Hold |
1,100
| – | – | ﹤0.01% | 1624 |
|
|
2022
Q1 | $35K | Buy |
1,100
+100
| +10% | +$3.18K | ﹤0.01% | 1528 |
|
|
2021
Q4 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 1573 |
|
|
2021
Q3 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 1511 |
|
|
2021
Q2 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 1512 |
|
|
2021
Q1 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 1677 |
|
|
2020
Q4 | $44K | Hold |
1,000
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q3 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 1373 |
|
|
2020
Q2 | $32K | Sell |
1,000
-4,440
| -82% | -$142K | ﹤0.01% | 1417 |
|
|
2020
Q1 | $130K | Buy |
5,440
+4,440
| +444% | +$106K | 0.01% | 752 |
|
|
2019
Q4 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 1505 |
|
|
2019
Q3 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q2 | $29K | Hold |
1,000
| – | – | ﹤0.01% | 1452 |
|
|
2019
Q1 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 1432 |
|
|
2018
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 1457 |
|
|
2018
Q3 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 1435 |
|
|
2018
Q2 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1340 |
|
|
2018
Q1 | $23K | Buy |
+1,000
| New | +$23K | ﹤0.01% | 1329 |
|