SFPG
Stonebridge Financial Planning Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
57,798
+221
| +0.4% | +$9.66K | 1.05% | 27 |
|
|
2025
Q1 | $2.09M | Sell |
57,577
-219
| -0.4% | -$7.97K | 0.96% | 33 |
|
|
2024
Q4 | $2.23M | Buy |
57,796
+622
| +1% | +$24K | 1% | 29 |
|
|
2024
Q3 | $2.13M | Buy |
57,174
+4,717
| +9% | +$175K | 1.01% | 29 |
|
|
2024
Q2 | $1.87M | Buy |
52,457
+29,612
| +130% | +$1.06M | 0.94% | 31 |
|
|
2024
Q1 | $776K | Buy |
+22,845
| New | +$776K | 0.41% | 72 |
|