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Safeguard Financial’s Global X FinTech ETF FINX Stock Holding History

Safeguard Financial’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-242
Closed -$5K – 237
2023
Q2 		$5K Buy
+242
New +$5.05K ﹤0.01% 399

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Safeguard Financial's FINX Position: Q3 2023 in Review

Safeguard Financial sold out of Global X FinTech ETF (FINX) in Q3 2023, closing a stake of 242 shares — an estimated $5K sold.

Safeguard Financial first reported a position in FINX in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 104 funds tracked by Wall St. Rank hold FINX as of Q3 2023.

  • Safeguard Financial reported no remaining Global X FinTech ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 242 Global X FinTech ETF shares in Q3 2023, an estimated $5K.
  • Safeguard Financial first reported a position in Global X FinTech ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Global X FinTech ETF position peaked at $5K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.