Joseph P. Lucia & Associates’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 | $209K | Buy |
+6,098
| New | +$209K | 0.09% | 143 |
|
|
2025
Q1 | – | Sell |
-7,695
| Closed | -$240K | – | 144 |
|
|
2024
Q4 | $240K | Sell |
7,695
-380
| -5% | -$11.9K | 0.11% | 118 |
|
|
2024
Q3 | $226K | Sell |
8,075
-1,155
| -13% | -$32.4K | 0.1% | 116 |
|
|
2024
Q2 | $232K | Sell |
9,230
-2,965
| -24% | -$74.6K | 0.12% | 109 |
|
|
2024
Q1 | $340K | Sell |
12,195
-2,076
| -15% | -$57.8K | 0.18% | 88 |
|
|
2023
Q4 | $365K | Sell |
14,271
-4,494
| -24% | -$115K | 0.23% | 83 |
|
|
2023
Q3 | $378K | Sell |
18,765
-4,667
| -20% | -$94K | 0.26% | 76 |
|
|
2023
Q2 | $517K | Sell |
23,432
-6,096
| -21% | -$135K | 0.35% | 67 |
|
|
2023
Q1 | $615K | Sell |
29,528
-2,980
| -9% | -$62K | 0.43% | 59 |
|
|
2022
Q4 | $626K | Sell |
32,508
-6,710
| -17% | -$129K | 0.47% | 55 |
|
|
2022
Q3 | $795K | Sell |
39,218
-2,240
| -5% | -$45.4K | 0.62% | 46 |
|
|
2022
Q2 | $883K | Sell |
41,458
-4,743
| -10% | -$101K | 0.62% | 46 |
|
|
2022
Q1 | $1.48M | Sell |
46,201
-586
| -1% | -$18.8K | 0.9% | 37 |
|
|
2021
Q4 | $1.87M | Buy |
46,787
+3,470
| +8% | +$139K | 1.19% | 29 |
|
|
2021
Q3 | $2.08M | Buy |
43,317
+8,455
| +24% | +$406K | 1.23% | 23 |
|
|
2021
Q2 | $1.66M | Buy |
34,862
+17,676
| +103% | +$843K | 0.99% | 35 |
|
|
2021
Q1 | $758K | Buy |
+17,186
| New | +$758K | 0.34% | 58 |
|