Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Buy |
950
+13
| +1% | +$445 | ﹤0.01% | 2692 |
|
|
2025
Q1 | $25.8K | Buy |
937
+284
| +43% | +$7.83K | ﹤0.01% | 2688 |
|
|
2024
Q4 | $20.4K | Buy |
653
+358
| +121% | +$11.2K | ﹤0.01% | 2786 |
|
|
2024
Q3 | $8.27K | Sell |
295
-2,000
| -87% | -$56K | ﹤0.01% | 3022 |
|
|
2024
Q2 | $57.7K | Hold |
2,295
| – | – | ﹤0.01% | 2038 |
|
|
2024
Q1 | $63.9K | Buy |
2,295
+1,400
| +156% | +$39K | ﹤0.01% | 1979 |
|
|
2023
Q4 | $22.9K | Sell |
895
-380
| -30% | -$9.72K | ﹤0.01% | 2341 |
|
|
2023
Q3 | $25.7K | Sell |
1,275
-5
| -0.4% | -$101 | ﹤0.01% | 2192 |
|
|
2023
Q2 | $28.3K | Hold |
1,280
| – | – | ﹤0.01% | 2114 |
|
|
2023
Q1 | $26.7K | Sell |
1,280
-550
| -30% | -$11.5K | ﹤0.01% | 2128 |
|
|
2022
Q4 | $35.2K | Buy |
1,830
+380
| +26% | +$7.32K | ﹤0.01% | 1974 |
|
|
2022
Q3 | $29K | Buy |
1,450
+100
| +7% | +$2K | ﹤0.01% | 2041 |
|
|
2022
Q2 | $29K | Buy |
1,350
+400
| +42% | +$8.59K | ﹤0.01% | 2058 |
|
|
2022
Q1 | $30K | Sell |
950
-2,255
| -70% | -$71.2K | ﹤0.01% | 2170 |
|
|
2021
Q4 | $128K | Buy |
3,205
+2,525
| +371% | +$101K | ﹤0.01% | 1486 |
|
|
2021
Q3 | $33K | Buy |
680
+10
| +1% | +$485 | ﹤0.01% | 2079 |
|
|
2021
Q2 | $32K | Buy |
670
+170
| +34% | +$8.12K | ﹤0.01% | 4066 |
|
|
2021
Q1 | $22.1K | Buy |
+500
| New | +$22.1K | ﹤0.01% | 2423 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$6K | – | 2557 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2176 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 2236 |
|
|
2019
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 2212 |
|