IFPG
Intrepid Financial Planning Group’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,339
| Closed | -$3.31M | – | 127 |
|
|
2024
Q4 | $3.31M | Sell |
13,339
-689
| -5% | -$171K | 1.4% | 19 |
|
|
2024
Q3 | $3.37M | Sell |
14,028
-309
| -2% | -$74.2K | 1.44% | 15 |
|
|
2024
Q2 | $3.55M | Sell |
14,337
-357
| -2% | -$88.4K | 1.52% | 15 |
|
|
2024
Q1 | $3.41M | Buy |
14,694
+308
| +2% | +$71.5K | 1.47% | 17 |
|
|
2023
Q4 | $3.23M | Sell |
14,386
-60
| -0.4% | -$13.5K | 1.55% | 17 |
|
|
2023
Q3 | $2.83M | Sell |
14,446
-553
| -4% | -$108K | 1.47% | 18 |
|
|
2023
Q2 | $3.32M | Sell |
14,999
-157
| -1% | -$34.7K | 1.59% | 14 |
|
|
2023
Q1 | $3.16M | Sell |
15,156
-130
| -0.9% | -$27.1K | 1.6% | 15 |
|
|
2022
Q4 | $2.56M | Sell |
15,286
-1,020
| -6% | -$171K | 1.39% | 18 |
|
|
2022
Q3 | $2.48M | Buy |
16,306
+55
| +0.3% | +$8.37K | 1.41% | 18 |
|
|
2022
Q2 | $2.47M | Buy |
+16,251
| New | +$2.47M | 1.36% | 22 |
|