Axxcess Wealth Management’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
2024
Q1
Sell
-1,851
Closed -$268K 902
2023
Q4
$268K Sell
1,851
-1,466
-44% -$213K 0.01% 676
2023
Q3
$443K Buy
3,317
+33
+1% +$4.41K 0.02% 497
2023
Q2
$462K Buy
+3,284
New +$462K 0.03% 367