CreativeOne 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
-1,990
Closed -$289K 889
2023
Q4
$289K Sell
1,990
-1,146
-37% -$166K 0.02% 516
2023
Q3
$419K Sell
3,136
-1,402
-31% -$187K 0.03% 369
2023
Q2
$638K Buy
+4,538
New +$638K 0.03% 428