Perigon 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
Q1 | – | Sell |
-6,179
| Closed | -$247K | – | 621 |
|
|
2021
Q4 | $247K | Buy |
6,179
+260
| +4% | +$10.4K | 0.02% | 498 |
|
|
2021
Q3 | $284K | Buy |
5,919
+20
| +0.3% | +$960 | 0.02% | 430 |
|
|
2021
Q2 | $281K | Buy |
5,899
+1,277
| +28% | +$60.8K | 0.03% | 415 |
|
|
2021
Q1 | $204K | Buy |
+4,622
| New | +$204K | 0.02% | 469 |
|
|
2018
Q2 | – | Sell |
-325
| Closed | -$8K | – | 367 |
|
|
2018
Q1 | $8K | Buy |
+325
| New | +$8K | ﹤0.01% | 528 |
|