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Wealthstreet Investment Advisors’s Global X FinTech ETF FINX Stock Holding History

Wealthstreet Investment Advisors’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,200
Closed -$318K – 174
2021
Q1 		$318K Sell
7,200
-2,300
-24% -$108K 0.03% 307
2020
Q4 		$444K Hold
9,500
– – 0.04% 251
2020
Q3 		$361K Buy
9,500
+500
+6% +$18.2K 0.04% 259
2020
Q2 		$299K Hold
9,000
– – 0.04% 271
2020
Q1 		$217K Sell
9,000
-2,000
-18% -$59.5K 0.03% 277
2019
Q4 		$334K Sell
11,000
-100
-0.9% -$2.93K 0.04% 277
2019
Q3 		$316K Buy
11,100
+1,700
+18% +$50.1K 0.04% 271
2019
Q2 		$277K Buy
9,400
+100
+1% +$2.86K 0.04% 293
2019
Q1 		$257K Buy
+9,300
New +$239K 0.03% 297

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