EP Wealth Advisors’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 | $266K | Buy |
1,525
+100
| +7% | +$17.5K | ﹤0.01% | 1088 |
|
|
2025
Q1 | $248K | Buy |
1,425
+22
| +2% | +$3.83K | ﹤0.01% | 1017 |
|
|
2024
Q4 | $232K | Hold |
1,403
| – | – | ﹤0.01% | 996 |
|
|
2024
Q3 | $237K | Hold |
1,403
| – | – | ﹤0.01% | 961 |
|
|
2024
Q2 | $214K | Hold |
1,403
| – | – | ﹤0.01% | 747 |
|
|
2024
Q1 | $219K | Hold |
1,403
| – | – | ﹤0.01% | 713 |
|
|
2023
Q4 | $203K | Hold |
1,403
| – | – | ﹤0.01% | 711 |
|
|
2023
Q3 | $187K | Buy |
+1,403
| New | +$187K | ﹤0.01% | 672 |
|
|
2023
Q1 | – | Sell |
-1,403
| Closed | -$190K | – | 676 |
|
|
2022
Q4 | $190K | Buy |
+1,403
| New | +$190K | ﹤0.01% | 559 |
|