Gerber Kawasaki Wealth & Investment 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 | $4.67M | Buy |
136,365
+14,622
| +12% | +$500K | 0.18% | 82 |
|
|
2025
Q1 | $3.36M | Sell |
121,743
-8,215
| -6% | -$226K | 0.15% | 83 |
|
|
2024
Q4 | $4.06M | Sell |
129,958
-2,383
| -2% | -$74.4K | 0.18% | 75 |
|
|
2024
Q3 | $3.71M | Buy |
132,341
+11,264
| +9% | +$316K | 0.17% | 79 |
|
|
2024
Q2 | $3.05M | Sell |
121,077
-2,029
| -2% | -$51K | 0.15% | 83 |
|
|
2024
Q1 | $3.43M | Sell |
123,106
-20,303
| -14% | -$566K | 0.19% | 79 |
|
|
2023
Q4 | $3.67M | Sell |
143,409
-13,895
| -9% | -$355K | 0.22% | 72 |
|
|
2023
Q3 | $3.17M | Buy |
157,304
+159
| +0.1% | +$3.2K | 0.22% | 78 |
|
|
2023
Q2 | $3.47M | Buy |
157,145
+4,635
| +3% | +$102K | 0.23% | 77 |
|
|
2023
Q1 | $3.18M | Sell |
152,510
-3,712
| -2% | -$77.3K | 0.25% | 73 |
|
|
2022
Q4 | $3.01M | Sell |
156,222
-3,536
| -2% | -$68.1K | 0.27% | 75 |
|
|
2022
Q3 | $3.24M | Sell |
159,758
-10,230
| -6% | -$207K | 0.3% | 63 |
|
|
2022
Q2 | $3.62M | Buy |
169,988
+36,817
| +28% | +$784K | 0.34% | 61 |
|
|
2022
Q1 | $4.26M | Buy |
133,171
+103,243
| +345% | +$3.31M | 0.35% | 51 |
|
|
2021
Q4 | $1.2M | Buy |
29,928
+29,758
| +17,505% | +$1.19M | 0.1% | 96 |
|
|
2021
Q3 | $8K | Buy |
+170
| New | +$8K | ﹤0.01% | 672 |
|