BTWM
Baker Tilly 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
Q3 | – | Sell |
-2,407
| Closed | -$367K | – | 262 |
|
|
2024
Q2 | $367K | Sell |
2,407
-8,209
| -77% | -$1.25M | 0.15% | 164 |
|
|
2024
Q1 | $1.65M | Sell |
10,616
-5,394
| -34% | -$840K | 0.3% | 77 |
|
|
2023
Q4 | $2.32M | Sell |
16,010
-2,576
| -14% | -$374K | 0.38% | 56 |
|
|
2023
Q3 | $2.48M | Sell |
18,586
-2,016
| -10% | -$269K | 0.41% | 52 |
|
|
2023
Q2 | $2.9M | Sell |
20,602
-1,080
| -5% | -$152K | 0.3% | 71 |
|
|
2023
Q1 | $2.97M | Sell |
21,682
-937
| -4% | -$128K | 0.33% | 66 |
|
|
2022
Q4 | $3.07M | Hold |
22,619
| – | – | 0.38% | 69 |
|
|
2022
Q3 | $2.79M | Sell |
22,619
-30
| -0.1% | -$3.7K | 0.38% | 59 |
|
|
2022
Q2 | $2.97M | Sell |
22,649
-269
| -1% | -$35.2K | 0.39% | 63 |
|
|
2022
Q1 | $3.29M | Buy |
22,918
+941
| +4% | +$135K | 0.36% | 64 |
|
|
2021
Q4 | $3.31M | Sell |
21,977
-1,756
| -7% | -$265K | 0.36% | 57 |
|
|
2021
Q3 | $3.17M | Sell |
23,733
-211
| -0.9% | -$28.1K | 0.42% | 45 |
|
|
2021
Q2 | $3.19M | Sell |
23,944
-175
| -0.7% | -$23.3K | 0.51% | 41 |
|
|
2021
Q1 | $3.02M | Sell |
24,119
-145
| -0.6% | -$18.2K | 0.62% | 32 |
|
|
2020
Q4 | $2.91M | Buy |
+24,264
| New | +$2.91M | 0.9% | 20 |
|