Sowell Financial Services’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 |
-22,508
| Closed | -$456K | – | 529 |
|
|
2022
Q3 | $456K | Buy |
+22,508
| New | +$456K | 0.05% | 328 |
|
|
2022
Q1 | – | Sell |
-50,280
| Closed | -$2.1M | – | 269 |
|
|
2021
Q4 | $2.1M | Sell |
50,280
-5,773
| -10% | -$241K | 0.12% | 183 |
|
|
2021
Q3 | $2.69M | Sell |
56,053
-5,745
| -9% | -$276K | 0.18% | 134 |
|
|
2021
Q2 | $2.95M | Sell |
61,798
-411
| -0.7% | -$19.6K | 0.2% | 136 |
|
|
2021
Q1 | $2.72M | Buy |
62,209
+22,899
| +58% | +$1M | 0.09% | 194 |
|
|
2020
Q4 | $1.84M | Sell |
39,310
-18,717
| -32% | -$874K | 0.08% | 219 |
|
|
2020
Q3 | $2.2M | Sell |
58,027
-10,793
| -16% | -$410K | 0.11% | 167 |
|
|
2020
Q2 | $2.29M | Sell |
68,820
-12,092
| -15% | -$402K | 0.13% | 152 |
|
|
2020
Q1 | $1.96M | Buy |
+80,912
| New | +$1.96M | 0.14% | 163 |
|