Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,200
| Closed | -$318K | – | 174 |
|
|
2021
Q1 | $318K | Sell |
7,200
-2,300
| -24% | -$102K | 0.03% | 307 |
|
|
2020
Q4 | $444K | Hold |
9,500
| – | – | 0.04% | 251 |
|
|
2020
Q3 | $361K | Buy |
9,500
+500
| +6% | +$19K | 0.04% | 259 |
|
|
2020
Q2 | $299K | Hold |
9,000
| – | – | 0.04% | 271 |
|
|
2020
Q1 | $217K | Sell |
9,000
-2,000
| -18% | -$48.2K | 0.03% | 277 |
|
|
2019
Q4 | $334K | Sell |
11,000
-100
| -0.9% | -$3.04K | 0.04% | 277 |
|
|
2019
Q3 | $316K | Buy |
11,100
+1,700
| +18% | +$48.4K | 0.04% | 271 |
|
|
2019
Q2 | $277K | Buy |
9,400
+100
| +1% | +$2.95K | 0.04% | 293 |
|
|
2019
Q1 | $257K | Buy |
+9,300
| New | +$257K | 0.03% | 297 |
|