Stratos Wealth Partners’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 | $495K | Sell |
14,468
-201
| -1% | -$6.88K | 0.01% | 933 |
|
|
2025
Q1 | $404K | Sell |
14,669
-1,235
| -8% | -$34K | 0.01% | 969 |
|
|
2024
Q4 | $497K | Buy |
15,904
+418
| +3% | +$13.1K | 0.01% | 932 |
|
|
2024
Q3 | $434K | Sell |
15,486
-43
| -0.3% | -$1.21K | 0.01% | 984 |
|
|
2024
Q2 | $391K | Sell |
15,529
-4,696
| -23% | -$118K | 0.01% | 997 |
|
|
2024
Q1 | $563K | Sell |
20,225
-7,762
| -28% | -$216K | 0.01% | 850 |
|
|
2023
Q4 | $716K | Sell |
27,987
-2,703
| -9% | -$69.1K | 0.01% | 740 |
|
|
2023
Q3 | $618K | Sell |
30,690
-1,071
| -3% | -$21.6K | 0.01% | 740 |
|
|
2023
Q2 | $701K | Buy |
31,761
+747
| +2% | +$16.5K | 0.02% | 655 |
|
|
2023
Q1 | $646K | Sell |
31,014
-2,159
| -7% | -$45K | 0.02% | 608 |
|
|
2022
Q4 | $639K | Sell |
33,173
-2,111
| -6% | -$40.6K | 0.02% | 644 |
|
|
2022
Q3 | $716K | Sell |
35,284
-3,490
| -9% | -$70.8K | 0.02% | 577 |
|
|
2022
Q2 | $826K | Sell |
38,774
-598
| -2% | -$12.7K | 0.02% | 564 |
|
|
2022
Q1 | $1.26M | Sell |
39,372
-3,288
| -8% | -$105K | 0.03% | 492 |
|
|
2021
Q4 | $1.71M | Buy |
42,660
+1,755
| +4% | +$70.3K | 0.04% | 401 |
|
|
2021
Q3 | $1.96M | Buy |
40,905
+1,989
| +5% | +$95.5K | 0.05% | 324 |
|
|
2021
Q2 | $1.86M | Sell |
38,916
-368
| -0.9% | -$17.5K | 0.05% | 368 |
|
|
2021
Q1 | $1.73M | Buy |
39,284
+829
| +2% | +$36.6K | 0.05% | 341 |
|
|
2020
Q4 | $1.8M | Buy |
38,455
+5,082
| +15% | +$237K | 0.05% | 293 |
|
|
2020
Q3 | $1.27M | Sell |
33,373
-1,437
| -4% | -$54.6K | 0.04% | 348 |
|
|
2020
Q2 | $1.16M | Sell |
34,810
-875
| -2% | -$29.1K | 0.04% | 354 |
|
|
2020
Q1 | $862K | Sell |
35,685
-2,327
| -6% | -$56.2K | 0.04% | 365 |
|
|
2019
Q4 | $1.16M | Buy |
38,012
+10,984
| +41% | +$334K | 0.05% | 356 |
|
|
2019
Q3 | $778K | Buy |
27,028
+2,228
| +9% | +$64.1K | 0.03% | 443 |
|
|
2019
Q2 | $732K | Buy |
+24,800
| New | +$732K | 0.03% | 457 |
|
|
2018
Q4 | – | Sell |
-5,246
| Closed | -$151K | – | 1387 |
|
|
2018
Q3 | $151K | Buy |
+5,246
| New | +$151K | 0.01% | 948 |
|
|
2018
Q2 | – | Sell |
-4,076
| Closed | -$95K | – | 1515 |
|
|
2018
Q1 | $95K | Buy |
+4,076
| New | +$95K | ﹤0.01% | 1230 |
|