Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28,507
| Closed | -$578K | – | 372 |
|
|
2022
Q3 | $578K | Buy |
28,507
+3,896
| +16% | +$79K | 0.14% | 163 |
|
|
2022
Q2 | $524K | Buy |
24,611
+6,352
| +35% | +$135K | 0.11% | 193 |
|
|
2022
Q1 | $585K | Buy |
18,259
+5,482
| +43% | +$176K | 0.1% | 198 |
|
|
2021
Q4 | $511K | Sell |
12,777
-180
| -1% | -$7.2K | 0.08% | 220 |
|
|
2021
Q3 | $622K | Sell |
12,957
-1,248
| -9% | -$59.9K | 0.16% | 130 |
|
|
2021
Q2 | $677K | Buy |
14,205
+3,710
| +35% | +$177K | 0.17% | 120 |
|
|
2021
Q1 | $463K | Buy |
10,495
+4,388
| +72% | +$194K | 0.16% | 132 |
|
|
2020
Q4 | $285K | Buy |
+6,107
| New | +$285K | 0.06% | 272 |
|