Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,221
| Closed | -$317K | – | 1265 |
|
|
2023
Q1 | $317K | Sell |
15,221
-788
| -5% | -$16.4K | 0.01% | 981 |
|
|
2022
Q4 | $308K | Sell |
16,009
-930
| -5% | -$17.9K | 0.01% | 954 |
|
|
2022
Q3 | $344K | Sell |
16,939
-446
| -3% | -$9.06K | 0.01% | 886 |
|
|
2022
Q2 | $370K | Sell |
17,385
-1,715
| -9% | -$36.5K | 0.01% | 883 |
|
|
2022
Q1 | $612K | Sell |
19,100
-184
| -1% | -$5.9K | 0.02% | 753 |
|
|
2021
Q4 | $772K | Buy |
19,284
+230
| +1% | +$9.21K | 0.02% | 647 |
|
|
2021
Q3 | $915K | Buy |
19,054
+2,246
| +13% | +$108K | 0.03% | 570 |
|
|
2021
Q2 | $801K | Buy |
16,808
+971
| +6% | +$46.3K | 0.02% | 626 |
|
|
2021
Q1 | $699K | Buy |
15,837
+1,329
| +9% | +$58.7K | 0.02% | 624 |
|
|
2020
Q4 | $678K | Sell |
14,508
-243
| -2% | -$11.4K | 0.02% | 560 |
|
|
2020
Q3 | $560K | Sell |
14,751
-3,817
| -21% | -$145K | 0.02% | 564 |
|
|
2020
Q2 | $617K | Buy |
18,568
+125
| +0.7% | +$4.15K | 0.03% | 513 |
|
|
2020
Q1 | $446K | Buy |
18,443
+806
| +5% | +$19.5K | 0.03% | 513 |
|
|
2019
Q4 | $536K | Buy |
17,637
+4,222
| +31% | +$128K | 0.02% | 570 |
|
|
2019
Q3 | $386K | Buy |
+13,415
| New | +$386K | 0.02% | 665 |
|