United Capital Financial 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 | – | Sell |
-12,052
| Closed | -$232K | – | 994 |
|
|
2022
Q4 | $232K | Sell |
12,052
-1,321
| -10% | -$25.4K | ﹤0.01% | 947 |
|
|
2022
Q3 | $271K | Sell |
13,373
-293
| -2% | -$5.94K | ﹤0.01% | 933 |
|
|
2022
Q2 | $291K | Sell |
13,666
-460
| -3% | -$9.8K | ﹤0.01% | 951 |
|
|
2022
Q1 | $452K | Sell |
14,126
-52
| -0.4% | -$1.66K | ﹤0.01% | 859 |
|
|
2021
Q4 | $568K | Buy |
14,178
+1,037
| +8% | +$41.5K | ﹤0.01% | 822 |
|
|
2021
Q3 | $631K | Hold |
13,141
| – | – | ﹤0.01% | 798 |
|
|
2021
Q2 | $626K | Hold |
13,141
| – | – | ﹤0.01% | 810 |
|
|
2021
Q1 | $580K | Buy |
13,141
+970
| +8% | +$42.8K | ﹤0.01% | 812 |
|
|
2020
Q4 | $569K | Buy |
12,171
+857
| +8% | +$40.1K | ﹤0.01% | 813 |
|
|
2020
Q3 | $430K | Buy |
+11,314
| New | +$430K | ﹤0.01% | 863 |
|
|
2018
Q4 | – | Sell |
-237,413
| Closed | -$6.83M | – | 1317 |
|
|
2018
Q3 | $6.83M | Sell |
237,413
-43,280
| -15% | -$1.24M | 0.05% | 372 |
|
|
2018
Q2 | $7.31M | Buy |
+280,693
| New | +$7.31M | 0.05% | 348 |
|