Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,249
| Closed | -$339K | – | 662 |
|
|
2023
Q4 | $339K | Sell |
13,249
-1,506
| -10% | -$38.5K | 0.02% | 496 |
|
|
2023
Q3 | $297K | Buy |
14,755
+1,499
| +11% | +$30.2K | 0.02% | 496 |
|
|
2023
Q2 | $293K | Buy |
+13,256
| New | +$293K | 0.02% | 526 |
|
|
2022
Q2 | – | Sell |
-14,166
| Closed | -$454K | – | 679 |
|
|
2022
Q1 | $454K | Buy |
14,166
+3,136
| +28% | +$101K | 0.03% | 447 |
|
|
2021
Q4 | $442K | Buy |
11,030
+4,355
| +65% | +$175K | 0.03% | 405 |
|
|
2021
Q3 | $321K | Buy |
+6,675
| New | +$321K | 0.03% | 416 |
|