EWM
Empirical Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Sell |
3,855
-50
| -1% | -$8.73K | 0.02% | 371 |
|
|
2025
Q1 | $680K | Hold |
3,905
| – | – | 0.02% | 352 |
|
|
2024
Q4 | $645K | Hold |
3,905
| – | – | 0.02% | 342 |
|
|
2024
Q3 | $661K | Hold |
3,905
| – | – | 0.02% | 328 |
|
|
2024
Q2 | $596K | Hold |
3,905
| – | – | 0.02% | 324 |
|
|
2024
Q1 | $608K | Hold |
3,905
| – | – | 0.02% | 320 |
|
|
2023
Q4 | $566K | Hold |
3,905
| – | – | 0.02% | 304 |
|
|
2023
Q3 | $521K | Hold |
3,905
| – | – | 0.02% | 299 |
|
|
2023
Q2 | $549K | Hold |
3,905
| – | – | 0.02% | 290 |
|
|
2023
Q1 | $534K | Buy |
3,905
+220
| +6% | +$30.1K | 0.02% | 313 |
|
|
2022
Q4 | $500K | Sell |
3,685
-500
| -12% | -$67.8K | 0.02% | 306 |
|
|
2022
Q3 | $516K | Sell |
4,185
-200
| -5% | -$24.7K | 0.03% | 292 |
|
|
2022
Q2 | $574K | Hold |
4,385
| – | – | 0.03% | 273 |
|
|
2022
Q1 | $630K | Sell |
4,385
-25
| -0.6% | -$3.59K | 0.03% | 288 |
|
|
2021
Q4 | $664K | Buy |
+4,410
| New | +$664K | 0.03% | 288 |
|