AWA
Arete Wealth Advisors’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,627
| Closed | -$268K | – | 404 |
|
|
2020
Q2 | $268K | Sell |
2,627
-27,502
| -91% | -$2.81M | 0.05% | 309 |
|
|
2020
Q1 | $2.73M | Sell |
30,129
-2,100
| -7% | -$190K | 0.54% | 38 |
|
|
2019
Q4 | $3.68M | Buy |
32,229
+1,927
| +6% | +$220K | 0.64% | 32 |
|
|
2019
Q3 | $3.38M | Buy |
30,302
+2,733
| +10% | +$305K | 0.65% | 31 |
|
|
2019
Q2 | $2.97M | Buy |
27,569
+8,807
| +47% | +$948K | 0.58% | 41 |
|
|
2019
Q1 | $1.88M | Buy |
18,762
+11,338
| +153% | +$1.14M | 0.39% | 61 |
|
|
2018
Q4 | $661K | Buy |
+7,424
| New | +$661K | 0.16% | 160 |
|