Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,007
| Closed | -$219K | – | 168 |
|
|
2014
Q3 | $219K | Hold |
3,007
| – | – | 0.01% | 151 |
|
|
2014
Q2 | $218K | Sell |
3,007
-1,198
| -28% | -$86.9K | 0.02% | 155 |
|
|
2014
Q1 | $295K | Sell |
4,205
-900
| -18% | -$63.1K | 0.02% | 116 |
|
|
2013
Q4 | $349K | Sell |
5,105
-31,132
| -86% | -$2.13M | 0.03% | 118 |
|
|
2013
Q3 | $2.3M | Sell |
36,237
-1,691
| -4% | -$107K | 0.2% | 84 |
|
|
2013
Q2 | $2.38M | Buy |
+37,928
| New | +$2.38M | 0.22% | 85 |
|