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Concorde Asset Management’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
2020
Q1
Sell
-1,794
Closed -$205K 132
2019
Q4
$205K Sell
1,794
-191
-10% -$21.8K 0.14% 132
2019
Q3
$221K Sell
1,985
-6
-0.3% -$668 0.17% 126
2019
Q2
$215K Buy
+1,991
New +$215K 0.13% 194