Lee Financial Group Hawaii’s Global X Social Media ETF SOCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-89,422
| Closed | -$5.45M | – | 38 |
|
|
2021
Q3 | $5.45M | Sell |
89,422
-27,828
| -24% | -$1.7M | 4.01% | 10 |
|
|
2021
Q2 | $8.49M | Sell |
117,250
-1,060
| -0.9% | -$76.7K | 6.12% | 7 |
|
|
2021
Q1 | $7.89M | Buy |
118,310
+71,817
| +154% | +$4.79M | 6.47% | 5 |
|
|
2020
Q4 | $2.87M | Buy |
46,493
+10,426
| +29% | +$644K | 2.42% | 17 |
|
|
2020
Q3 | $1.76M | Buy |
36,067
+9,367
| +35% | +$457K | 1.46% | 21 |
|
|
2020
Q2 | $1.14M | Buy |
+26,700
| New | +$1.14M | 0.98% | 22 |
|