CWS
Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Hold |
5,166
| – | – | 0.16% | 110 |
|
|
2025
Q1 | $899K | Hold |
5,166
| – | – | 0.18% | 97 |
|
|
2024
Q4 | $853K | Hold |
5,166
| – | – | 0.17% | 93 |
|
|
2024
Q3 | $874K | Hold |
5,166
| – | – | 0.18% | 96 |
|
|
2024
Q2 | $788K | Hold |
5,166
| – | – | 0.18% | 94 |
|
|
2024
Q1 | $805K | Hold |
5,166
| – | – | 0.19% | 95 |
|
|
2023
Q4 | $749K | Hold |
5,166
| – | – | 0.19% | 100 |
|
|
2023
Q3 | $690K | Buy |
5,166
+1
| +0% | +$134 | 0.19% | 100 |
|
|
2023
Q2 | $726K | Buy |
5,165
+1
| +0% | +$141 | 0.19% | 100 |
|
|
2023
Q1 | $706K | Hold |
5,164
| – | – | 0.21% | 90 |
|
|
2022
Q4 | $700K | Buy |
5,164
+1
| +0% | +$136 | 0.23% | 89 |
|
|
2022
Q3 | $640K | Buy |
5,163
+1
| +0% | +$124 | 0.22% | 91 |
|
|
2022
Q2 | $676K | Buy |
5,162
+1
| +0% | +$131 | 0.22% | 90 |
|
|
2022
Q1 | $742K | Sell |
5,161
-64
| -1% | -$9.2K | 0.2% | 86 |
|
|
2021
Q4 | $787K | Sell |
5,225
-100
| -2% | -$15.1K | 0.22% | 80 |
|
|
2021
Q3 | $710K | Sell |
5,325
-4
| -0.1% | -$533 | 0.21% | 82 |
|
|
2021
Q2 | $709K | Buy |
5,329
+1
| +0% | +$133 | 0.19% | 93 |
|
|
2021
Q1 | $668K | Buy |
5,328
+817
| +18% | +$102K | 0.14% | 121 |
|
|
2020
Q4 | $541K | Buy |
+4,511
| New | +$541K | 0.12% | 142 |
|
|
2020
Q3 | – | Sell |
-3,508
| Closed | -$358K | – | 141 |
|
|
2020
Q2 | $358K | Sell |
3,508
-127
| -3% | -$13K | 0.09% | 182 |
|
|
2020
Q1 | $329K | Buy |
+3,635
| New | +$329K | 0.1% | 171 |
|