Corient Private Wealth’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
2024
Q1
Sell
-1,418
Closed -$206K 2319
2023
Q4
$206K Sell
1,418
-203
-13% -$29.4K ﹤0.01% 2063
2023
Q3
$216K Buy
+1,621
New +$216K ﹤0.01% 1878