Robertson Stephens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25,087
| Closed | -$699K | – | 509 |
|
|
2024
Q1 | $699K | Sell |
25,087
-1,369
| -5% | -$38.1K | 0.04% | 284 |
|
|
2023
Q4 | $677K | Sell |
26,456
-4,202
| -14% | -$107K | 0.04% | 268 |
|
|
2023
Q3 | $617K | Sell |
30,658
-4,411
| -13% | -$88.8K | 0.04% | 271 |
|
|
2023
Q2 | $776K | Sell |
35,069
-2,356
| -6% | -$52.1K | 0.05% | 218 |
|
|
2023
Q1 | $779K | Sell |
37,425
-798
| -2% | -$16.6K | 0.06% | 231 |
|
|
2022
Q4 | $736K | Buy |
+38,223
| New | +$736K | 0.07% | 206 |
|