Berkeley Inc’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
Q2 | $478K | Buy |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $510K | Sell |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $555K | Buy |
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|
2022
Q4 | $549K | Buy |
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|
2022
Q3 | $498K | Sell |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $631K | Sell |
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|
2021
Q4 | $829K | Sell |
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|
2021
Q3 | $734K | Buy |
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|
2021
Q2 | $730K | Buy |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $662K | Buy |
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