JFS Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $11.6K | Buy |
|
|||||
|
2024
Q4 | $13.1K | Hold |
|
|||||
|
2024
Q3 | $11.7K | Buy |
|
|||||
|
2024
Q2 | $10.5K | Hold |
|
|||||
|
2024
Q1 | $11.6K | Hold |
|
|||||
|
2023
Q4 | $10.7K | Hold |
|
|||||
|
2023
Q3 | $8.42K | Hold |
|
|||||
|
2023
Q2 | $9.23K | Hold |
|
|||||
|
2023
Q1 | $8.7K | Hold |
|
|||||
|
2022
Q4 | $8.05K | Sell |
|
|||||
|
2022
Q3 | $9K | Hold |
|
|||||
|
2022
Q2 | $9K | Hold |
|
|||||
|
2022
Q1 | $14K | Hold |
|
|||||
|
2021
Q4 | $17K | Hold |
|
|||||
|
2021
Q3 | $21K | Buy |
|