Cypress Wealth Services’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $920K | Hold |
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|
2025
Q2 | $902K | Hold |
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|
2025
Q1 | $899K | Hold |
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|
2024
Q4 | $853K | Hold |
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|
2024
Q3 | $874K | Hold |
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|
2024
Q2 | $788K | Hold |
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|
2024
Q1 | $805K | Hold |
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|
2023
Q4 | $749K | Hold |
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|
2023
Q3 | $690K | Buy |
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|
2023
Q2 | $726K | Buy |
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|
2023
Q1 | $706K | Hold |
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|
2022
Q4 | $700K | Buy |
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|
2022
Q3 | $640K | Buy |
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|
2022
Q2 | $676K | Buy |
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|
2022
Q1 | $742K | Sell |
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|
2021
Q4 | $787K | Sell |
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|
2021
Q3 | $710K | Sell |
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|
2021
Q2 | $709K | Buy |
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|
2021
Q1 | $668K | Buy |
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|
2020
Q4 | $541K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $358K | Sell |
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|
2020
Q1 | $329K | Buy |
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