JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-421
| Closed | -$11.6K | – | 1903 |
|
|
2025
Q1 | $11.6K | Buy |
421
+2
| +0.5% | +$55 | ﹤0.01% | 829 |
|
|
2024
Q4 | $13.1K | Hold |
419
| – | – | ﹤0.01% | 776 |
|
|
2024
Q3 | $11.7K | Buy |
419
+1
| +0.2% | +$28 | ﹤0.01% | 803 |
|
|
2024
Q2 | $10.5K | Hold |
418
| – | – | ﹤0.01% | 782 |
|
|
2024
Q1 | $11.6K | Hold |
418
| – | – | ﹤0.01% | 772 |
|
|
2023
Q4 | $10.7K | Hold |
418
| – | – | ﹤0.01% | 750 |
|
|
2023
Q3 | $8.42K | Hold |
418
| – | – | ﹤0.01% | 788 |
|
|
2023
Q2 | $9.23K | Hold |
418
| – | – | ﹤0.01% | 752 |
|
|
2023
Q1 | $8.7K | Hold |
418
| – | – | ﹤0.01% | 763 |
|
|
2022
Q4 | $8.05K | Sell |
418
-10
| -2% | -$192 | ﹤0.01% | 792 |
|
|
2022
Q3 | $9K | Hold |
428
| – | – | ﹤0.01% | 765 |
|
|
2022
Q2 | $9K | Hold |
428
| – | – | ﹤0.01% | 792 |
|
|
2022
Q1 | $14K | Hold |
428
| – | – | ﹤0.01% | 693 |
|
|
2021
Q4 | $17K | Hold |
428
| – | – | ﹤0.01% | 600 |
|
|
2021
Q3 | $21K | Buy |
+428
| New | +$21K | ﹤0.01% | 534 |
|