Cooper Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-53,991
| Closed | -$4.89M | – | 197 |
|
2020
Q1 | $4.89M | Buy |
53,991
+3,001
| +6% | +$272K | 2.04% | 12 |
|
2019
Q4 | $5.82M | Sell |
50,990
-33,515
| -40% | -$3.83M | 2.33% | 11 |
|
2019
Q3 | $9.42M | Buy |
84,505
+30,148
| +55% | +$3.36M | 4.25% | 6 |
|
2019
Q2 | $5.85M | Buy |
54,357
+2,728
| +5% | +$294K | 2.84% | 8 |
|
2019
Q1 | $5.18M | Buy |
51,629
+13,736
| +36% | +$1.38M | 2.85% | 10 |
|
2018
Q4 | $3.37M | Buy |
+37,893
| New | +$3.37M | 2.29% | 11 |
|