KCFA
Key Client Fiduciary Advisors’s Global X FinTech ETF FINX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
8,912
-350
| -4% | -$12K | 0.12% | 153 |
|
|
2025
Q1 | $255K | Sell |
9,262
-2,074
| -18% | -$57.2K | 0.12% | 158 |
|
|
2024
Q4 | $354K | Sell |
11,336
-500
| -4% | -$15.6K | 0.16% | 130 |
|
|
2024
Q3 | $332K | Hold |
11,836
| – | – | 0.15% | 137 |
|
|
2024
Q2 | $298K | Sell |
11,836
-400
| -3% | -$10.1K | 0.15% | 139 |
|
|
2024
Q1 | $341K | Sell |
12,236
-10
| -0.1% | -$279 | 0.18% | 128 |
|
|
2023
Q4 | $313K | Hold |
12,246
| – | – | 0.18% | 132 |
|
|
2023
Q3 | $247K | Sell |
12,246
-200
| -2% | -$4.03K | 0.15% | 143 |
|
|
2023
Q2 | $275K | Sell |
12,446
-1,703
| -12% | -$37.6K | 0.16% | 140 |
|
|
2023
Q1 | $295K | Sell |
14,149
-465
| -3% | -$9.68K | 0.18% | 121 |
|
|
2022
Q4 | $281K | Buy |
14,614
+2,435
| +20% | +$46.9K | 0.19% | 119 |
|
|
2022
Q3 | $247K | Sell |
12,179
-129
| -1% | -$2.62K | 0.22% | 88 |
|
|
2022
Q2 | $262K | Buy |
12,308
+1,543
| +14% | +$32.8K | 0.26% | 89 |
|
|
2022
Q1 | $345K | Buy |
10,765
+824
| +8% | +$26.4K | 0.27% | 82 |
|
|
2021
Q4 | $398K | Buy |
+9,941
| New | +$398K | 0.33% | 69 |
|