Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-132
| Closed | -$3K | – | 904 |
|
|
2022
Q3 | $3K | Hold |
132
| – | – | ﹤0.01% | 750 |
|
|
2022
Q2 | $3K | Hold |
132
| – | – | ﹤0.01% | 762 |
|
|
2022
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 695 |
|
|
2021
Q4 | $5K | Sell |
132
-602
| -82% | -$22.8K | ﹤0.01% | 812 |
|
|
2021
Q3 | $35K | Hold |
734
| – | – | 0.01% | 447 |
|
|
2021
Q2 | $35K | Buy |
734
+132
| +22% | +$6.29K | 0.01% | 437 |
|
|
2021
Q1 | $27K | Buy |
+602
| New | +$27K | 0.01% | 482 |
|