LFGH
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Lee Financial Group Hawaii’s Global X Social Media ETF SOCL Stock Holding History

Lee Financial Group Hawaii’s Portfolio SOCL Stock Details SOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-89,422
Closed -$5.45M – 38
2021
Q3 		$5.45M Sell
89,422
-27,828
-24% -$1.83M 4.01% 10
2021
Q2 		$8.49M Sell
117,250
-1,060
-0.9% -$72.2K 6.12% 7
2021
Q1 		$7.89M Buy
118,310
+71,817
+154% +$4.97M 6.47% 5
2020
Q4 		$2.87M Buy
46,493
+10,426
+29% +$579K 2.42% 17
2020
Q3 		$1.76M Buy
36,067
+9,367
+35% +$446K 1.46% 21
2020
Q2 		$1.14M Buy
+26,700
New +$970K 0.98% 22

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Bank of America
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Morgan Stanley
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Jane Street
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
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CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return