SFPG
Stonebridge Financial Planning Group’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
1,500
-300
| -17% | -$77K | 0.16% | 125 |
|
|
2025
Q1 | $361K | Sell |
1,800
-125
| -6% | -$25.1K | 0.17% | 125 |
|
|
2024
Q4 | $478K | Sell |
1,925
-315
| -14% | -$78.3K | 0.21% | 115 |
|
|
2024
Q3 | $538K | Sell |
2,240
-45
| -2% | -$10.8K | 0.26% | 100 |
|
|
2024
Q2 | $566K | Hold |
2,285
| – | – | 0.28% | 94 |
|
|
2024
Q1 | $530K | Buy |
2,285
+335
| +17% | +$77.8K | 0.28% | 96 |
|
|
2023
Q4 | $438K | Buy |
1,950
+65
| +3% | +$14.6K | 0.25% | 100 |
|
|
2023
Q3 | $369K | Sell |
1,885
-450
| -19% | -$88.2K | 0.24% | 99 |
|
|
2023
Q2 | $517K | Sell |
2,335
-200
| -8% | -$44.3K | 0.31% | 74 |
|
|
2023
Q1 | $529K | Sell |
2,535
-470
| -16% | -$98.1K | 0.34% | 75 |
|
|
2022
Q4 | $503K | Sell |
3,005
-715
| -19% | -$120K | 0.33% | 76 |
|
|
2022
Q3 | $566K | Sell |
3,720
-465
| -11% | -$70.8K | 0.4% | 69 |
|
|
2022
Q2 | $635K | Sell |
4,185
-1,010
| -19% | -$153K | 0.43% | 58 |
|
|
2022
Q1 | $1.08M | Buy |
5,195
+70
| +1% | +$14.5K | 0.6% | 47 |
|
|
2021
Q4 | $983K | Buy |
5,125
+2,040
| +66% | +$391K | 0.52% | 48 |
|
|
2021
Q3 | $719K | Hold |
3,085
| – | – | 0.35% | 62 |
|
|
2021
Q2 | $583K | Hold |
3,085
| – | – | 0.31% | 67 |
|
|
2021
Q1 | $573K | Hold |
3,085
| – | – | 0.33% | 62 |
|
|
2020
Q4 | $527K | Sell |
3,085
-150
| -5% | -$25.6K | 0.33% | 59 |
|
|
2020
Q3 | $443K | Buy |
3,235
+133
| +4% | +$18.2K | 0.32% | 61 |
|
|
2020
Q2 | $345K | Sell |
3,102
-133
| -4% | -$14.8K | 0.29% | 63 |
|
|
2020
Q1 | $294K | Hold |
3,235
| – | – | 0.29% | 63 |
|
|
2019
Q4 | $343K | Buy |
+3,235
| New | +$343K | 0.31% | 63 |
|