Legacy Private Trust’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
Q2
Sell
-6,384
Closed -$204K 231
2022
Q1
$204K Sell
6,384
-5,211
-45% -$167K 0.02% 234
2021
Q4
$464K Sell
11,595
-4,849
-29% -$194K 0.03% 199
2021
Q3
$789K Sell
16,444
-790
-5% -$37.9K 0.06% 162
2021
Q2
$822K Buy
17,234
+9,709
+129% +$463K 0.07% 157
2021
Q1
$332K Buy
7,525
+313
+4% +$13.8K 0.03% 191
2020
Q4
$337K Hold
7,212
0.03% 196
2020
Q3
$274K Buy
7,212
+106
+1% +$4.03K 0.03% 201
2020
Q2
$236K Buy
+7,106
New +$236K 0.03% 194