IWA
IBEX Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-29,414
| Closed | -$1.3M | – | 189 |
|
|
2021
Q1 | $1.3M | Buy |
29,414
+6,267
| +27% | +$277K | 0.32% | 91 |
|
|
2020
Q4 | $1.08M | Buy |
+23,147
| New | +$1.08M | 0.28% | 89 |
|
|
2019
Q3 | – | Sell |
-1,378
| Closed | -$40K | – | 164 |
|
|
2019
Q2 | $40K | Buy |
+1,378
| New | +$40K | 0.01% | 235 |
|