SWM
Stapp Wealth Management’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
Q2 | $5.17M | Sell |
225,412
-3,832
| -2% | -$87.9K | 7.44% | 6 |
|
|
2025
Q1 | $5.15M | Buy |
229,244
+22,097
| +11% | +$497K | 7.94% | 5 |
|
|
2024
Q4 | $5.14M | Buy |
207,147
+18,499
| +10% | +$459K | 8.01% | 5 |
|
|
2024
Q3 | $4.68M | Buy |
188,648
+3,318
| +2% | +$82.3K | 7.55% | 5 |
|
|
2024
Q2 | $4.72M | Buy |
185,330
+4,737
| +3% | +$121K | 8.18% | 5 |
|
|
2024
Q1 | $4.7M | Buy |
180,593
+15,176
| +9% | +$395K | 8.19% | 5 |
|
|
2023
Q4 | $4.03M | Buy |
+165,417
| New | +$4.03M | 6.77% | 5 |
|