TPB Wealth Advisors’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 | $2.12M | Buy |
101,587
+45,790
| +82% | +$953K | 1.15% | 18 |
|
|
2022
Q4 | $1.15M | Sell |
55,797
-92,610
| -62% | -$1.9M | 0.59% | 29 |
|
|
2022
Q3 | $3.01M | Buy |
148,407
+9,799
| +7% | +$199K | 1.44% | 16 |
|
|
2022
Q2 | $2.96M | Sell |
138,608
-6,782
| -5% | -$145K | 1.33% | 18 |
|
|
2022
Q1 | $4.69M | Buy |
145,390
+13,579
| +10% | +$438K | 1.75% | 12 |
|
|
2021
Q4 | $5.26M | Buy |
131,811
+36,091
| +38% | +$1.44M | 2.56% | 8 |
|
|
2021
Q3 | $4.6M | Sell |
95,720
-3,545
| -4% | -$170K | 3.33% | 7 |
|
|
2021
Q2 | $4.73M | Sell |
99,265
-735
| -0.7% | -$35K | 3.05% | 8 |
|
|
2021
Q1 | $4.4M | Buy |
+100,000
| New | +$4.4M | 3.78% | 9 |
|