ICA Group Wealth Management’s Global X Cannabis ETF POTX Stock Holding History

ICA Group Wealth Management’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	-150	Closed	-$876	–	1435
2023 Q4	$876	Buy	+150	New	+$855	﹤0.01%	1242
2023 Q3	–	Sell	-150	Closed	-$957	–	1330
2023 Q2	$957	Hold	150	–	–	﹤0.01%	1200
2023 Q1	$1.36K	Hold	150	–	–	﹤0.01%	1126
2022 Q4	$1.67K	Buy	+150	New	+$2.13K	﹤0.01%	1130

Other funds holding POTX

WFS

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

ICA Group Wealth Management's POTX Position: Q1 2024 in Review

ICA Group Wealth Management sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 150 shares — an estimated $876 sold.

ICA Group Wealth Management first reported a position in POTX in Q4 2022 and held it in 4 quarters. The position peaked at $1.67K in Q4 2022. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

ICA Group Wealth Management reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
ICA Group Wealth Management sold 150 Global X Cannabis ETF shares in Q1 2024, an estimated $876.
ICA Group Wealth Management first reported a position in Global X Cannabis ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's Global X Cannabis ETF position peaked at $1.67K in Q4 2022.
1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.