Barrett & Company’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $188K | Hold |
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|
2025
Q2 | $184K | Hold |
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|
2025
Q1 | $183K | Hold |
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|
2024
Q4 | $174K | Hold |
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|
2024
Q3 | $178K | Hold |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $163K | Buy |
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|
2023
Q4 | $151K | Buy |
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|
2023
Q3 | $138K | Buy |
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|
2023
Q2 | $145K | Buy |
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|
2023
Q1 | $140K | Buy |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $139K | Buy |
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