IFP Advisors’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,102
| Closed | -$54K | – | 4552 |
|
|
2022
Q4 | $54K | Sell |
2,102
-240
| -10% | -$6.17K | ﹤0.01% | 2194 |
|
|
2022
Q3 | $60K | Hold |
2,342
| – | – | ﹤0.01% | 2241 |
|
|
2022
Q2 | $60K | Hold |
2,342
| – | – | ﹤0.01% | 2031 |
|
|
2022
Q1 | $60K | Buy |
2,342
+2,232
| +2,029% | +$57.2K | ﹤0.01% | 2031 |
|
|
2021
Q4 | $5K | Sell |
110
-44
| -29% | -$2K | ﹤0.01% | 2482 |
|
|
2021
Q3 | $7K | Buy |
154
+92
| +148% | +$4.18K | ﹤0.01% | 2390 |
|
|
2021
Q2 | $3K | Sell |
62
-35
| -36% | -$1.69K | ﹤0.01% | 2661 |
|
|
2021
Q1 | $4K | Hold |
97
| – | – | ﹤0.01% | 2493 |
|
|
2020
Q4 | $4K | Hold |
97
| – | – | ﹤0.01% | 2433 |
|
|
2020
Q3 | $3K | Hold |
97
| – | – | ﹤0.01% | 2386 |
|
|
2020
Q2 | $3K | Buy |
97
+44
| +83% | +$1.36K | ﹤0.01% | 2291 |
|
|
2020
Q1 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 2606 |
|
|
2019
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2282 |
|
|
2016
Q2 | – | Sell |
-20
| Closed | -$1K | – | 4245 |
|
|
2016
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2282 |
|