GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
9,432
+449
| +5% | +$15.4K | 0.01% | 527 |
|
|
2025
Q1 | $248K | Buy |
8,983
+2,311
| +35% | +$63.7K | 0.01% | 600 |
|
|
2024
Q4 | $208K | Sell |
6,672
-804
| -11% | -$25.1K | 0.01% | 751 |
|
|
2024
Q3 | $209K | Sell |
7,476
-3,412
| -31% | -$95.6K | 0.01% | 705 |
|
|
2024
Q2 | $274K | Buy |
10,888
+5,408
| +99% | +$136K | 0.01% | 607 |
|
|
2024
Q1 | $153K | Sell |
5,480
-7,792
| -59% | -$217K | 0.01% | 732 |
|
|
2023
Q4 | $341K | Sell |
13,272
-2,832
| -18% | -$72.8K | 0.03% | 392 |
|
|
2023
Q3 | $323K | Buy |
16,104
+892
| +6% | +$17.9K | 0.04% | 230 |
|
|
2023
Q2 | $336K | Buy |
15,212
+3,689
| +32% | +$81.5K | 0.04% | 205 |
|
|
2023
Q1 | $240K | Buy |
11,523
+1,107
| +11% | +$23.1K | 0.03% | 196 |
|
|
2022
Q4 | $200K | Buy |
10,416
+2,159
| +26% | +$41.5K | 0.02% | 244 |
|
|
2022
Q3 | $167K | Buy |
8,257
+2,624
| +47% | +$53.1K | 0.02% | 251 |
|
|
2022
Q2 | $119K | Buy |
5,633
+157
| +3% | +$3.32K | 0.02% | 264 |
|
|
2022
Q1 | $175K | Sell |
5,476
-1,385
| -20% | -$44.3K | 0.02% | 299 |
|
|
2021
Q4 | $276K | Buy |
6,861
+856
| +14% | +$34.4K | 0.02% | 252 |
|
|
2021
Q3 | $289K | Sell |
6,005
-13,967
| -70% | -$672K | 0.02% | 267 |
|
|
2021
Q2 | $951K | Buy |
19,972
+1,673
| +9% | +$79.7K | 0.12% | 103 |
|
|
2021
Q1 | $807K | Buy |
18,299
+7,683
| +72% | +$339K | 0.13% | 92 |
|
|
2020
Q4 | $494K | Buy |
+10,616
| New | +$494K | 0.08% | 143 |
|