Meridian Wealth Management’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
-34,425
Closed -$1.1M 565
2022
Q1
$1.1M Buy
34,425
+8,119
+31% +$260K 0.12% 145
2021
Q4
$1.05M Buy
26,306
+1,223
+5% +$49K 0.11% 151
2021
Q3
$1.2M Buy
25,083
+850
+4% +$40.8K 0.15% 133
2021
Q2
$1.16M Buy
+24,233
New +$1.16M 0.15% 135