Global Retirement Partners’s Global X Cannabis ETF POTX Stock Holding History

Global Retirement Partners’s Portfolio POTX Stock Details POTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-113	Closed	-$658	–	3515
2023 Q4	$658	Buy	113 +1	+0.9%	+$6	﹤0.01%	3001
2023 Q3	$716	Buy	112 +1	+0.9%	+$7	﹤0.01%	2860
2023 Q2	$708	Hold	111	–	–	﹤0.01%	2867
2023 Q1	$905	Hold	111	–	–	﹤0.01%	2764
2022 Q4	$1.24K	Buy	111 +66	+147%	+$936	﹤0.01%	2527
2022 Q3	$1K	Hold	45	–	–	﹤0.01%	2655
2022 Q2	$1K	Sell	45 -1	-2%	-$23	﹤0.01%	2652
2022 Q1	$1K	Buy	+46	New	+$1.44K	﹤0.01%	2605
2021 Q4	–	Sell	-4	Closed	–	–	2003
2021 Q3	$0	Hold	4	–	–	﹤0.01%	2092
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1982
2021 Q1	$0	Buy	+4	New	+$397	﹤0.01%	1939

Other funds holding POTX

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Global Retirement Partners's POTX Position: Q1 2024 in Review

Global Retirement Partners sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 113 shares — an estimated $658 sold.

Global Retirement Partners first reported a position in POTX in Q1 2021 and held it in 11 quarters. The position peaked at $1.24K in Q4 2022. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

Global Retirement Partners reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
Global Retirement Partners sold 113 Global X Cannabis ETF shares in Q1 2024, an estimated $658.
Global Retirement Partners first reported a position in Global X Cannabis ETF in Q1 2021 and held it in 11 quarters.
Global Retirement Partners's Global X Cannabis ETF position peaked at $1.24K in Q4 2022.
1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.