CFS
Commonwealth Financial Services’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Hold |
2,311
| – | – | 0.08% | 127 |
|
|
2025
Q1 | $402K | Hold |
2,311
| – | – | 0.08% | 125 |
|
|
2024
Q4 | $382K | Hold |
2,311
| – | – | 0.07% | 128 |
|
|
2024
Q3 | $392K | Buy |
2,311
+1
| +0% | +$170 | 0.08% | 118 |
|
|
2024
Q2 | $352K | Sell |
2,310
-261
| -10% | -$39.7K | 0.07% | 122 |
|
|
2024
Q1 | $373K | Buy |
2,571
+310
| +14% | +$45K | 0.09% | 113 |
|
|
2023
Q4 | $328K | Sell |
2,261
-2,914
| -56% | -$423K | 0.08% | 129 |
|
|
2023
Q3 | $691K | Buy |
+5,175
| New | +$691K | 0.21% | 78 |
|