Sunbelt Securities’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-180
Closed -$5.98K 1818
2024
Q1
$5.98K Hold
180
﹤0.01% 1333
2023
Q4
$5.59K Hold
180
﹤0.01% 1288
2023
Q3
$5.12K Hold
180
﹤0.01% 1302
2023
Q2
$5.29K Hold
180
﹤0.01% 1313
2023
Q1
$5.14K Buy
+180
New +$5.18K ﹤0.01% 1290

Other funds holding KOIN

Sunbelt Securities's KOIN Position: Q2 2024 in Review

Sunbelt Securities sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2024, closing a stake of 180 shares — an estimated $5.98K sold.

Sunbelt Securities first reported a position in KOIN in Q1 2023 and held it in 5 quarters. The position peaked at $5.98K in Q1 2024. 1 fund tracked by Wall St. Rank holds KOIN as of Q2 2024.

  • Sunbelt Securities reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2024 after selling out during the quarter.
  • Sunbelt Securities sold 180 Capital Link Global Fintech Leaders ETF shares in Q2 2024, an estimated $5.98K.
  • Sunbelt Securities first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2023 and held it in 5 quarters.
  • Sunbelt Securities's Capital Link Global Fintech Leaders ETF position peaked at $5.98K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2024.

Based on Sunbelt Securities's 13F filing for Q2 2024, filed 16 Aug 2024.