SFPG
Stonebridge Financial Planning Group’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,715
| Closed | -$218K | – | 154 |
|
|
2023
Q4 | $218K | Sell |
5,715
-6,475
| -53% | -$247K | 0.13% | 141 |
|
|
2023
Q3 | $464K | Buy |
12,190
+755
| +7% | +$28.7K | 0.3% | 83 |
|
|
2023
Q2 | $452K | Buy |
11,435
+2,455
| +27% | +$97K | 0.28% | 87 |
|
|
2023
Q1 | $378K | Buy |
8,980
+2,955
| +49% | +$124K | 0.24% | 95 |
|
|
2022
Q4 | $258K | Buy |
+6,025
| New | +$258K | 0.17% | 107 |
|