Tradition Wealth Management’s Global X Cannabis ETF POTX Stock Holding History

Tradition Wealth Management’s Portfolio POTX Stock Details POTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,000	Closed	-$6K	–	1255
2023 Q4	$6K	Buy	+1,000	New	+$5.7K	﹤0.01%	1133
2022 Q4	–	Sell	-333	Closed	-$5K	–	1235
2022 Q3	$5K	Hold	333	–	–	﹤0.01%	1088
2022 Q2	$5K	Hold	333	–	–	﹤0.01%	978
2022 Q1	$11K	Buy	+333	New	+$10.4K	﹤0.01%	887
2021 Q4	–	Sell	-57	Closed	-$3K	–	1233
2021 Q3	$3K	Hold	57	–	–	﹤0.01%	1144
2021 Q2	$5K	Buy	+57	New	+$4.89K	﹤0.01%	1077
2021 Q1	–	Sell	-56	Closed	-$3K	–	1093
2020 Q4	$3K	Buy	+56	New	+$3.23K	﹤0.01%	921

Other funds holding POTX

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Tradition Wealth Management's POTX Position: Q1 2024 in Review

Tradition Wealth Management sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 1,000 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in POTX in Q4 2020 and held it in 7 quarters. The position peaked at $11K in Q1 2022. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

Tradition Wealth Management reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,000 Global X Cannabis ETF shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in Global X Cannabis ETF in Q4 2020 and held it in 7 quarters.
Tradition Wealth Management's Global X Cannabis ETF position peaked at $11K in Q1 2022.
1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.