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Legacy Wealth Management (Mississippi)’s Global X FinTech ETF FINX Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,000
Closed -$243K – 105
2019
Q4 		$243K Buy
+8,000
New +$234K 0.21% 91

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Legacy Wealth Management (Mississippi)'s FINX Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Global X FinTech ETF (FINX) in Q1 2020, closing a stake of 8,000 shares — an estimated $243K sold.

Legacy Wealth Management (Mississippi) first reported a position in FINX in Q4 2019 and held it in 1 quarter. The position peaked at $243K in Q4 2019. 63 funds tracked by Wall St. Rank hold FINX as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining Global X FinTech ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 8,000 Global X FinTech ETF shares in Q1 2020, an estimated $243K.
  • Legacy Wealth Management (Mississippi) first reported a position in Global X FinTech ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Global X FinTech ETF position peaked at $243K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.