TriaGen Wealth Management’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
2021
Q4
Sell
-25,046
Closed -$1.2M 189
2021
Q3
$1.2M Buy
25,046
+1,330
+6% +$63.9K 0.65% 57
2021
Q2
$1.11M Buy
23,716
+351
+2% +$16.5K 0.57% 63
2021
Q1
$1.03M Buy
23,365
+7,056
+43% +$311K 0.59% 59
2020
Q4
$762K Buy
+16,309
New +$762K 0.45% 76