SFPG
Stonebridge Financial Planning Group’s First Trust Cloud Computing ETF SKYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
3,723
-730
| -16% | -$88.8K | 0.19% | 118 |
|
|
2025
Q1 | $455K | Hold |
4,453
| – | – | 0.21% | 116 |
|
|
2024
Q4 | $530K | Hold |
4,453
| – | – | 0.24% | 104 |
|
|
2024
Q3 | $455K | Hold |
4,453
| – | – | 0.22% | 108 |
|
|
2024
Q2 | $425K | Sell |
4,453
-94
| -2% | -$8.98K | 0.21% | 109 |
|
|
2024
Q1 | $435K | Hold |
4,547
| – | – | 0.23% | 108 |
|
|
2023
Q4 | $399K | Buy |
4,547
+200
| +5% | +$17.5K | 0.23% | 105 |
|
|
2023
Q3 | $330K | Sell |
4,347
-750
| -15% | -$56.9K | 0.21% | 108 |
|
|
2023
Q2 | $387K | Sell |
5,097
-2,970
| -37% | -$226K | 0.24% | 98 |
|
|
2023
Q1 | $540K | Sell |
8,067
-18,627
| -70% | -$1.25M | 0.35% | 74 |
|
|
2022
Q4 | $1.54M | Sell |
26,694
-4,305
| -14% | -$248K | 1.02% | 31 |
|
|
2022
Q3 | $1.87M | Buy |
30,999
+11,043
| +55% | +$667K | 1.31% | 22 |
|
|
2022
Q2 | $1.32M | Sell |
19,956
-5,984
| -23% | -$394K | 0.89% | 38 |
|
|
2022
Q1 | $2.35M | Sell |
25,940
-591
| -2% | -$53.5K | 1.31% | 22 |
|
|
2021
Q4 | $2.36M | Sell |
26,531
-937
| -3% | -$83.3K | 1.24% | 24 |
|
|
2021
Q3 | $3.19M | Buy |
27,468
+390
| +1% | +$45.3K | 1.56% | 20 |
|
|
2021
Q2 | $2.86M | Sell |
27,078
-110
| -0.4% | -$11.6K | 1.52% | 20 |
|
|
2021
Q1 | $2.74M | Buy |
27,188
+796
| +3% | +$80.3K | 1.6% | 17 |
|
|
2020
Q4 | $2.51M | Buy |
26,392
+2,325
| +10% | +$221K | 1.59% | 19 |
|
|
2020
Q3 | $2.02M | Buy |
24,067
+4,237
| +21% | +$356K | 1.45% | 20 |
|
|
2020
Q2 | $1.5M | Buy |
19,830
+1,115
| +6% | +$84.3K | 1.28% | 23 |
|
|
2020
Q1 | $1.05M | Buy |
18,715
+407
| +2% | +$22.7K | 1.04% | 26 |
|
|
2019
Q4 | $1.11M | Buy |
+18,308
| New | +$1.11M | 1% | 30 |
|