BFG
Barber Financial Group’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
Q2 | – | Sell |
-2,468
| Closed | -$224K | – | 128 |
|
|
2020
Q1 | $224K | Sell |
2,468
-54,023
| -96% | -$4.9M | 0.07% | 96 |
|
|
2019
Q4 | $6.45M | Buy |
56,491
+24,006
| +74% | +$2.74M | 1.31% | 21 |
|
|
2019
Q3 | $3.62M | Sell |
32,485
-106,491
| -77% | -$11.9M | 0.77% | 33 |
|
|
2019
Q2 | $15M | Buy |
138,976
+33,844
| +32% | +$3.64M | 3.5% | 5 |
|
|
2019
Q1 | $10.6M | Buy |
+105,132
| New | +$10.6M | 2.07% | 10 |
|