Winfield Associates’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
2022
Q1
$361K Sell
11,289
-2,875
-20% -$91.9K 0.13% 120
2021
Q4
$567K Sell
14,164
-2,000
-12% -$80.1K 0.19% 101
2021
Q3
$776K Buy
16,164
+1,300
+9% +$62.4K 0.29% 77
2021
Q2
$709K Sell
14,864
-1,685
-10% -$80.4K 0.26% 83
2021
Q1
$730K Buy
16,549
+9,470
+134% +$418K 0.3% 72
2020
Q4
$331K Buy
7,079
+710
+11% +$33.2K 0.14% 104
2020
Q3
$242K Buy
+6,369
New +$242K 0.12% 108