Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-818
| Closed | -$115K | – | 394 |
|
|
2023
Q2 | $115K | Buy |
818
+4
| +0.5% | +$562 | 0.12% | 130 |
|
|
2023
Q1 | $111K | Buy |
814
+4
| +0.5% | +$547 | 0.11% | 138 |
|
|
2022
Q4 | $110K | Buy |
810
+5
| +0.6% | +$679 | 0.08% | 112 |
|
|
2022
Q3 | $99K | Buy |
805
+4
| +0.5% | +$492 | 0.08% | 114 |
|
|
2022
Q2 | $105K | Buy |
801
+4
| +0.5% | +$524 | 0.08% | 120 |
|
|
2022
Q1 | $115K | Buy |
797
+3
| +0.4% | +$433 | 0.08% | 129 |
|
|
2021
Q4 | $120K | Buy |
794
+3
| +0.4% | +$453 | 0.07% | 138 |
|
|
2021
Q3 | $106K | Sell |
791
-80
| -9% | -$10.7K | 0.07% | 155 |
|
|
2021
Q2 | $116K | Sell |
871
-178
| -17% | -$23.7K | 0.07% | 145 |
|
|
2021
Q1 | $132K | Sell |
1,049
-343
| -25% | -$43.2K | 0.09% | 137 |
|
|
2020
Q4 | $167K | Buy |
+1,392
| New | +$167K | 0.11% | 114 |
|