Atria Investments’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-18,105
| Closed | -$2.63M | – | 992 |
|
2023
Q4 | $2.63M | Sell |
18,105
-13,302
| -42% | -$1.93M | 0.04% | 497 |
|
2023
Q3 | $4.19M | Sell |
31,407
-82
| -0.3% | -$10.9K | 0.07% | 330 |
|
2023
Q2 | $4.43M | Buy |
+31,489
| New | +$4.43M | 0.08% | 295 |
|
2021
Q4 | – | Sell |
-15,160
| Closed | -$2.02M | – | 869 |
|
2021
Q3 | $2.02M | Buy |
+15,160
| New | +$2.02M | 0.04% | 522 |
|
2019
Q4 | – | Sell |
-99,140
| Closed | -$11.1M | – | 1221 |
|
2019
Q3 | $11.1M | Buy |
99,140
+1,291
| +1% | +$144K | 0.39% | 49 |
|
2019
Q2 | $10.7M | Buy |
+97,849
| New | +$10.7M | 0.4% | 50 |
|