Personal CFO Solutions’s Global X Millennial Consumer ETF MILN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,285
Closed -$246K 585
2024
Q1
$246K Sell
6,285
-2,300
-27% -$89.9K 0.04% 452
2023
Q4
$304K Sell
8,585
-50
-0.6% -$1.77K 0.05% 372
2023
Q3
$263K Sell
8,635
-4,000
-32% -$122K 0.05% 357
2023
Q2
$403K Sell
12,635
-1,500
-11% -$47.8K 0.08% 257
2023
Q1
$421K Sell
14,135
-573
-4% -$17K 0.09% 228
2022
Q4
$384K Sell
14,708
-375
-2% -$9.79K 0.08% 234
2022
Q3
$387K Sell
15,083
-1,776
-11% -$45.6K 0.1% 198
2022
Q2
$438K Sell
16,859
-15,665
-48% -$407K 0.1% 179
2022
Q1
$1.19M Sell
32,524
-12,300
-27% -$448K 0.23% 88
2021
Q4
$1.91M Sell
44,824
-2,533
-5% -$108K 0.36% 51
2021
Q3
$2.04M Buy
47,357
+1,240
+3% +$53.3K 0.42% 43
2021
Q2
$2M Buy
46,117
+3,817
+9% +$165K 0.41% 47
2021
Q1
$1.7M Buy
42,300
+4,417
+12% +$177K 0.37% 55
2020
Q4
$1.42M Buy
37,883
+26,300
+227% +$984K 0.35% 61
2020
Q3
$0 Buy
+11,583
New ﹤0.01% 259
2020
Q1
Sell
-10,895
Closed -$282K 332
2019
Q4
$282K Buy
10,895
+300
+3% +$7.77K 0.08% 227
2019
Q3
$263K Buy
+10,595
New +$263K 0.1% 220