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Patriot Financial Group Insurance Agency’s Global X FinTech ETF FINX Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$4K – 2110
2021
Q4 		$4K Hold
100
– – ﹤0.01% 1772
2021
Q3 		$5K Hold
100
– – ﹤0.01% 1690
2021
Q2 		$5K Buy
+100
New +$4.59K ﹤0.01% 1649
2021
Q1 		– Sell
-218
Closed -$10K – 2006
2020
Q4 		$10K Buy
+218
New +$9.09K ﹤0.01% 1212

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Patriot Financial Group Insurance Agency's FINX Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 100 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in FINX in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Global X FinTech ETF shares in Q1 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Global X FinTech ETF in Q4 2020 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Global X FinTech ETF position peaked at $10K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.