Key Client Fiduciary 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
Q3 | $294K | Sell |
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|
2025
Q2 | $305K | Sell |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $313K | Hold |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $398K | Buy |
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