Venturi 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
2023
Q4
Sell
-226
Closed -$4.55K 1367
2023
Q3
$4.55K Sell
226
-497
-69% -$10K ﹤0.01% 1003
2023
Q2
$16K Sell
723
-861
-54% -$19K ﹤0.01% 594
2023
Q1
$33K Buy
+1,584
New +$33K ﹤0.01% 523