Northwestern Mutual 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-764
| Closed | -$21.1K | – | 3779 |
|
2025
Q1 | $21.1K | Buy |
+764
| New | +$21.1K | ﹤0.01% | 2491 |
|
2024
Q3 | – | Sell |
-720
| Closed | -$18.1K | – | 3678 |
|
2024
Q2 | $18.1K | Buy |
720
+515
| +251% | +$13K | ﹤0.01% | 2422 |
|
2024
Q1 | $5.71K | Buy |
+205
| New | +$5.71K | ﹤0.01% | 2804 |
|
2023
Q4 | – | Sell |
-164
| Closed | -$3.3K | – | 3537 |
|
2023
Q3 | $3.3K | Hold |
164
| – | – | ﹤0.01% | 2852 |
|
2023
Q2 | $3.62K | Sell |
164
-105
| -39% | -$2.32K | ﹤0.01% | 2867 |
|
2023
Q1 | $5.61K | Buy |
269
+78
| +41% | +$1.63K | ﹤0.01% | 2712 |
|
2022
Q4 | $3.69K | Sell |
191
-99
| -34% | -$1.91K | ﹤0.01% | 2806 |
|
2022
Q3 | $6K | Sell |
290
-5,638
| -95% | -$117K | ﹤0.01% | 2632 |
|
2022
Q2 | $126K | Sell |
5,928
-33,853
| -85% | -$720K | ﹤0.01% | 1557 |
|
2022
Q1 | $1.27M | Sell |
39,781
-981
| -2% | -$31.4K | ﹤0.01% | 767 |
|
2021
Q4 | $1.63M | Buy |
40,762
+30,202
| +286% | +$1.21M | ﹤0.01% | 664 |
|
2021
Q3 | $507K | Buy |
10,560
+4,760
| +82% | +$229K | ﹤0.01% | 984 |
|
2021
Q2 | $276K | Buy |
5,800
+4,582
| +376% | +$218K | ﹤0.01% | 1199 |
|
2021
Q1 | $54K | Buy |
1,218
+901
| +284% | +$39.9K | ﹤0.01% | 1706 |
|
2020
Q4 | $15K | Sell |
317
-65
| -17% | -$3.08K | ﹤0.01% | 2062 |
|
2020
Q3 | $15K | Buy |
382
+300
| +366% | +$11.8K | ﹤0.01% | 1879 |
|
2020
Q2 | $3K | Hold |
82
| – | – | ﹤0.01% | 2153 |
|
2020
Q1 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 2243 |
|
2019
Q4 | – | Sell |
-200
| Closed | -$6K | – | 2456 |
|
2019
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 2040 |
|