EAM
Empirical Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,612
| Closed | -$1.03M | – | 182 |
|
|
2022
Q4 | $1.03M | Sell |
7,612
-649
| -8% | -$88K | 1.09% | 20 |
|
|
2022
Q3 | $1.02M | Sell |
8,261
-1,920
| -19% | -$237K | 1.11% | 20 |
|
|
2022
Q2 | $1.33M | Sell |
10,181
-2,809
| -22% | -$368K | 1.41% | 12 |
|
|
2022
Q1 | $1.87M | Buy |
12,990
+1,340
| +12% | +$192K | 1.77% | 8 |
|
|
2021
Q4 | $1.76M | Buy |
+11,650
| New | +$1.76M | 1.69% | 5 |
|