Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $327K | Hold |
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|
2022
Q1 | $359K | Sell |
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|
2021
Q4 | $440K | Hold |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $376K | Hold |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $358K | Hold |
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|
2020
Q3 | $323K | Hold |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $751K | Sell |
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|
2019
Q4 | $1.74M | Buy |
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|
2019
Q3 | $940K | Buy |
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|
2019
Q2 | $386K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $382K | Sell |
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|
2018
Q3 | $421K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $417K | Buy |
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|
2017
Q3 | $292K | Buy |
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