SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,354
| Closed | -$334K | – | 1036 |
|
|
2022
Q4 | $334K | Hold |
17,354
| – | – | ﹤0.01% | 698 |
|
|
2022
Q3 | $352K | Buy |
17,354
+654
| +4% | +$13.3K | 0.01% | 634 |
|
|
2022
Q2 | $356K | Sell |
16,700
-500
| -3% | -$10.7K | 0.01% | 516 |
|
|
2022
Q1 | $551K | Hold |
17,200
| – | – | 0.01% | 437 |
|
|
2021
Q4 | $689K | Buy |
17,200
+11,000
| +177% | +$441K | 0.01% | 372 |
|
|
2021
Q3 | $298K | Sell |
6,200
-11,000
| -64% | -$529K | ﹤0.01% | 791 |
|
|
2021
Q2 | $820K | Sell |
17,200
-872
| -5% | -$41.6K | 0.01% | 436 |
|
|
2021
Q1 | $797K | Buy |
18,072
+2,572
| +17% | +$113K | 0.01% | 401 |
|
|
2020
Q4 | $724K | Hold |
15,500
| – | – | 0.01% | 389 |
|
|
2020
Q3 | $589K | Buy |
15,500
+100
| +0.6% | +$3.8K | 0.01% | 368 |
|
|
2020
Q2 | $512K | Hold |
15,400
| – | – | 0.01% | 360 |
|
|
2020
Q1 | $372K | Buy |
15,400
+50
| +0.3% | +$1.21K | 0.01% | 359 |
|
|
2019
Q4 | $466K | Buy |
+15,350
| New | +$466K | 0.01% | 427 |
|