NewEdge Wealth’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 |
-23,405
| Closed | -$749K | – | 560 |
|
2022
Q1 | $749K | Buy |
23,405
+1,675
| +8% | +$53.6K | 0.03% | 251 |
|
2021
Q4 | $870K | Buy |
21,730
+1,048
| +5% | +$42K | 0.04% | 241 |
|
2021
Q3 | $993K | Buy |
20,682
+2,936
| +17% | +$141K | 0.06% | 179 |
|
2021
Q2 | $846K | Buy |
17,746
+2,170
| +14% | +$103K | 0.06% | 185 |
|
2021
Q1 | $687K | Buy |
15,576
+10,766
| +224% | +$475K | 0.07% | 194 |
|
2020
Q4 | $225K | Buy |
+4,810
| New | +$225K | 0.07% | 138 |
|