SFSG
Sound Financial Strategies Group’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-347,608
| Closed | -$8.62M | – | 107 |
|
|
2024
Q4 | $8.62M | Sell |
347,608
-19,985
| -5% | -$496K | 7.19% | 3 |
|
|
2024
Q3 | $9.12M | Sell |
367,593
-457
| -0.1% | -$11.3K | 7.32% | 3 |
|
|
2024
Q2 | $9.37M | Sell |
368,050
-11,901
| -3% | -$303K | 8.14% | 3 |
|
|
2024
Q1 | $9.88M | Sell |
379,951
-947
| -0.2% | -$24.6K | 8.22% | 3 |
|
|
2023
Q4 | $9.28M | Buy |
+380,898
| New | +$9.28M | 7.82% | 3 |
|