IFPG
Intrepid Financial Planning Group’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
40,218
-1,268
| -3% | -$92.2K | 1.23% | 21 |
|
|
2025
Q1 | $2.73M | Buy |
41,486
+72
| +0.2% | +$4.74K | 1.26% | 20 |
|
|
2024
Q4 | $2.86M | Buy |
41,414
+1,156
| +3% | +$79.7K | 1.21% | 22 |
|
|
2024
Q3 | $2.72M | Sell |
40,258
-670
| -2% | -$45.2K | 1.16% | 21 |
|
|
2024
Q2 | $2.62M | Sell |
40,928
-103
| -0.3% | -$6.59K | 1.12% | 22 |
|
|
2024
Q1 | $2.52M | Buy |
41,031
+66
| +0.2% | +$4.06K | 1.09% | 22 |
|
|
2023
Q4 | $2.29M | Sell |
40,965
-1,897
| -4% | -$106K | 1.1% | 24 |
|
|
2023
Q3 | $2.15M | Sell |
42,862
-81
| -0.2% | -$4.07K | 1.12% | 22 |
|
|
2023
Q2 | $2.24M | Sell |
42,943
-564
| -1% | -$29.4K | 1.07% | 23 |
|
|
2023
Q1 | $2.09M | Sell |
43,507
-942
| -2% | -$45.4K | 1.06% | 24 |
|
|
2022
Q4 | $2M | Sell |
44,449
-13,938
| -24% | -$627K | 1.09% | 25 |
|
|
2022
Q3 | $2.45M | Sell |
58,387
-479
| -0.8% | -$20.1K | 1.39% | 19 |
|
|
2022
Q2 | $2.61M | Buy |
+58,866
| New | +$2.61M | 1.43% | 19 |
|