ERn Financial LLC’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,188
| Closed | -$207K | – | 167 |
|
|
2025
Q1 | $207K | Buy |
+1,188
| New | +$207K | 0.03% | 176 |
|
|
2024
Q4 | – | Sell |
-1,214
| Closed | -$205K | – | 194 |
|
|
2024
Q3 | $205K | Buy |
+1,214
| New | +$205K | 0.03% | 185 |
|
|
2020
Q1 | – | Sell |
-2,781
| Closed | -$318K | – | 77 |
|
|
2019
Q4 | $318K | Buy |
2,781
+81
| +3% | +$9.26K | 0.18% | 51 |
|
|
2019
Q3 | $301K | Sell |
2,700
-142
| -5% | -$15.8K | 0.21% | 42 |
|
|
2019
Q2 | $306K | Buy |
2,842
+1
| +0% | +$108 | 0.23% | 43 |
|
|
2019
Q1 | $290K | Buy |
2,841
+224
| +9% | +$22.9K | 0.17% | 55 |
|
|
2018
Q4 | $233K | Buy |
+2,617
| New | +$233K | 0.21% | 52 |
|