Richard W. Paul & Associates’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Richard W. Paul & Associates’s Portfolio KOIN Stock Details KOIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-75	Closed	-$2.49K	–	538
2024 Q1	$2.49K	Hold	75	–	–	﹤0.01%	415
2023 Q4	$2.33K	Hold	75	–	–	﹤0.01%	406
2023 Q3	$2.13K	Hold	75	–	–	﹤0.01%	399
2023 Q2	$2.2K	Hold	75	–	–	﹤0.01%	426
2023 Q1	$2.15K	Hold	75	–	–	﹤0.01%	430
2022 Q4	$2.03K	Buy	+75	New	+$2.35K	﹤0.01%	424

Other funds holding KOIN

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Richard W. Paul & Associates's KOIN Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2024, closing a stake of 75 shares — an estimated $2.49K sold.

Richard W. Paul & Associates first reported a position in KOIN in Q4 2022 and held it in 6 quarters. The position peaked at $2.49K in Q1 2024. 1 fund tracked by Wall St. Rank holds KOIN as of Q2 2024.

Richard W. Paul & Associates reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2024 after selling out during the quarter.
Richard W. Paul & Associates sold 75 Capital Link Global Fintech Leaders ETF shares in Q2 2024, an estimated $2.49K.
Richard W. Paul & Associates first reported a position in Capital Link Global Fintech Leaders ETF in Q4 2022 and held it in 6 quarters.
Richard W. Paul & Associates's Capital Link Global Fintech Leaders ETF position peaked at $2.49K in Q1 2024.
1 fund tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.