Steward Partners Investment Advisory’s Global X FinTech ETF FINX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Buy |
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2025
Q1 | $25.8K | Buy |
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|
2024
Q4 | $20.4K | Buy |
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|
2024
Q3 | $8.27K | Sell |
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|
2024
Q2 | $57.7K | Hold |
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|
2024
Q1 | $63.9K | Buy |
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|
2023
Q4 | $22.9K | Sell |
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|
2023
Q3 | $25.7K | Sell |
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|
2023
Q2 | $28.3K | Hold |
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|
2023
Q1 | $26.6K | Sell |
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|
2022
Q4 | $35.2K | Buy |
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|
2022
Q3 | $29K | Buy |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $30K | Sell |
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|
2021
Q4 | $128K | Buy |
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|
2021
Q3 | $33K | Buy |
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|
2021
Q2 | $32K | Buy |
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|
2021
Q1 | $22.1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5K | Buy |
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