SWRP
SPAK

Summit Wealth & Retirement Planning’s Defiance Next Gen SPAC Derived ETF SPAK Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio SPAK Stock Details SPAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-25,344
Closed -$581K – 100
2021
Q3 		$581K Sell
25,344
-10,427
-29% -$239K 0.21% 56
2021
Q2 		$945K Sell
35,771
-3,414
-9% -$90.2K 0.35% 45
2021
Q1 		$1.04M Buy
+39,185
New +$1.04M 0.38% 43