GeoWealth Management’s Global X FinTech ETF FINX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
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|
2025
Q1 | $248K | Buy |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $209K | Sell |
|
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $153K | Sell |
|
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $323K | Buy |
|
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $240K | Buy |
|
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|
2022
Q4 | $200K | Buy |
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|
2022
Q3 | $167K | Buy |
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|
2022
Q2 | $119K | Buy |
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|
2022
Q1 | $175K | Sell |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $951K | Buy |
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|
2021
Q1 | $807K | Buy |
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|
2020
Q4 | $494K | Buy |
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