Cornerstone Wealth Management’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
2025
Q2
$293K Buy
1,678
+130
+8% +$22.7K 0.02% 518
2025
Q1
$269K Buy
1,548
+72
+5% +$12.5K 0.02% 502
2024
Q4
$244K Buy
1,476
+100
+7% +$16.5K 0.02% 512
2024
Q3
$233K Sell
1,376
-125
-8% -$21.2K 0.02% 512
2024
Q2
$229K Hold
1,501
0.02% 492
2024
Q1
$234K Hold
1,501
0.02% 486
2023
Q4
$218K Sell
1,501
-171
-10% -$24.8K 0.02% 484
2023
Q3
$223K Hold
1,672
0.02% 487
2023
Q2
$235K Buy
+1,672
New +$235K 0.02% 452