Phoenix Wealth Advisors’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 | $1.21M | Sell |
35,219
-402
| -1% | -$13.8K | 0.5% | 48 |
|
|
2025
Q1 | $982K | Buy |
35,621
+450
| +1% | +$12.4K | 0.43% | 50 |
|
|
2024
Q4 | $1.1M | Sell |
35,171
-99
| -0.3% | -$3.09K | 0.48% | 46 |
|
|
2024
Q3 | $988K | Buy |
35,270
+182
| +0.5% | +$5.1K | 0.46% | 48 |
|
|
2024
Q2 | $883K | Sell |
35,088
-345
| -1% | -$8.68K | 0.44% | 49 |
|
|
2024
Q1 | $987K | Buy |
35,433
+5,109
| +17% | +$142K | 0.6% | 42 |
|
|
2023
Q4 | $752K | Buy |
30,324
+15,302
| +102% | +$380K | 0.52% | 44 |
|
|
2023
Q3 | $303K | Buy |
+15,022
| New | +$303K | 0.18% | 81 |
|