Mayflower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,952
| Closed | -$326K | – | 360 |
|
|
2022
Q4 | $326K | Sell |
16,952
-5,035
| -23% | -$96.9K | 0.05% | 253 |
|
|
2022
Q3 | $446K | Sell |
21,987
-2,685
| -11% | -$54.5K | 0.07% | 202 |
|
|
2022
Q2 | $526K | Buy |
24,672
+2,291
| +10% | +$48.8K | 0.08% | 183 |
|
|
2022
Q1 | $717K | Buy |
22,381
+6,407
| +40% | +$205K | 0.1% | 153 |
|
|
2021
Q4 | $639K | Buy |
15,974
+970
| +6% | +$38.8K | 0.08% | 163 |
|
|
2021
Q3 | $786K | Buy |
15,004
+2,480
| +20% | +$130K | 0.11% | 134 |
|
|
2021
Q2 | $597K | Sell |
12,524
-513
| -4% | -$24.5K | 0.08% | 152 |
|
|
2021
Q1 | $575K | Buy |
13,037
+8,356
| +179% | +$369K | 0.09% | 148 |
|
|
2020
Q4 | $219K | Buy |
+4,681
| New | +$219K | 0.04% | 248 |
|