Legend Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2K | Buy |
+1,000
| New | +$34.2K | 0.02% | 68 |
|
|
2025
Q1 | – | Sell |
-1,361
| Closed | -$42.5K | – | 108 |
|
|
2024
Q4 | $42.5K | Buy |
1,361
+361
| +36% | +$11.3K | 0.03% | 52 |
|
|
2024
Q3 | $28K | Sell |
1,000
-361
| -27% | -$10.1K | 0.02% | 66 |
|
|
2024
Q2 | $34.2K | Buy |
1,361
+361
| +36% | +$9.08K | 0.02% | 75 |
|
|
2024
Q1 | $27.9K | Hold |
1,000
| – | – | 0.02% | 78 |
|
|
2023
Q4 | $25.6K | Hold |
1,000
| – | – | 0.02% | 80 |
|
|
2023
Q3 | $20.1K | Hold |
1,000
| – | – | 0.02% | 94 |
|
|
2023
Q2 | $22.1K | Hold |
1,000
| – | – | 0.02% | 96 |
|
|
2023
Q1 | $20.8K | Hold |
1,000
| – | – | 0.02% | 103 |
|
|
2022
Q4 | $19.3K | Hold |
1,000
| – | – | 0.02% | 114 |
|
|
2022
Q3 | $20.3K | Buy |
+1,000
| New | +$20.3K | 0.02% | 99 |
|
|
2022
Q2 | – | Sell |
-8,375
| Closed | -$402K | – | 41 |
|
|
2022
Q1 | $402K | Buy |
8,375
+475
| +6% | +$22.8K | 0.26% | 31 |
|
|
2021
Q4 | $316K | Sell |
7,900
-475
| -6% | -$19K | 0.22% | 33 |
|
|
2021
Q3 | $402K | Sell |
8,375
-2
| -0% | -$96 | 0.26% | 31 |
|
|
2021
Q2 | $399K | Sell |
8,377
-4,827
| -37% | -$230K | 0.26% | 29 |
|
|
2021
Q1 | $583K | Buy |
13,204
+878
| +7% | +$38.8K | 4.42% | 10 |
|
|
2020
Q4 | $576K | Buy |
+12,326
| New | +$576K | 0.47% | 18 |
|
|
2020
Q1 | – | Sell |
-46,691
| Closed | -$1.42M | – | 33 |
|
|
2019
Q4 | $1.42M | Hold |
46,691
| – | – | 1.21% | 14 |
|
|
2019
Q3 | $1.34M | Buy |
46,691
+2,040
| +5% | +$58.7K | 1.14% | 15 |
|
|
2019
Q2 | $1.32M | Buy |
+44,651
| New | +$1.32M | 1.16% | 15 |
|