Empirical Wealth Management’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
Q2 | $673K | Sell |
|
|||||
|
2025
Q1 | $680K | Hold |
|
|||||
|
2024
Q4 | $645K | Hold |
|
|||||
|
2024
Q3 | $661K | Hold |
|
|||||
|
2024
Q2 | $596K | Hold |
|
|||||
|
2024
Q1 | $608K | Hold |
|
|||||
|
2023
Q4 | $566K | Hold |
|
|||||
|
2023
Q3 | $521K | Hold |
|
|||||
|
2023
Q2 | $549K | Hold |
|
|||||
|
2023
Q1 | $534K | Buy |
|
|||||
|
2022
Q4 | $500K | Sell |
|
|||||
|
2022
Q3 | $516K | Sell |
|
|||||
|
2022
Q2 | $574K | Hold |
|
|||||
|
2022
Q1 | $630K | Sell |
|
|||||
|
2021
Q4 | $664K | Buy |
|