Financial Advocates Investment Management’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 | $1.22M | Sell |
6,961
-201
| -3% | -$35.1K | 0.1% | 199 |
|
|
2025
Q1 | $1.25M | Buy |
7,162
+260
| +4% | +$45.3K | 0.09% | 234 |
|
|
2024
Q4 | $1.14M | Sell |
6,902
-62
| -0.9% | -$10.2K | 0.06% | 277 |
|
|
2024
Q3 | $1.18M | Sell |
6,964
-201
| -3% | -$34K | 0.07% | 271 |
|
|
2024
Q2 | $1.09M | Buy |
7,165
+28
| +0.4% | +$4.27K | 0.07% | 270 |
|
|
2024
Q1 | $1.11M | Sell |
7,137
-218
| -3% | -$34K | 0.06% | 290 |
|
|
2023
Q4 | $1.07M | Buy |
7,355
+503
| +7% | +$72.9K | 0.07% | 272 |
|
|
2023
Q3 | $915K | Buy |
6,852
+395
| +6% | +$52.7K | 0.07% | 284 |
|
|
2023
Q2 | $908K | Buy |
6,457
+330
| +5% | +$46.4K | 0.06% | 285 |
|
|
2023
Q1 | $838K | Buy |
6,127
+434
| +8% | +$59.4K | 0.06% | 311 |
|
|
2022
Q4 | $772K | Buy |
5,693
+2,658
| +88% | +$360K | 0.06% | 342 |
|
|
2022
Q3 | $374K | Buy |
3,035
+3
| +0.1% | +$370 | 0.03% | 486 |
|
|
2022
Q2 | $397K | Sell |
3,032
-115
| -4% | -$15.1K | 0.03% | 439 |
|
|
2022
Q1 | $452K | Sell |
3,147
-159
| -5% | -$22.8K | 0.03% | 470 |
|
|
2021
Q4 | $498K | Sell |
3,306
-1,619
| -33% | -$244K | 0.03% | 484 |
|
|
2021
Q3 | $657K | Sell |
4,925
-178
| -3% | -$23.7K | 0.04% | 409 |
|
|
2021
Q2 | $679K | Buy |
5,103
+429
| +9% | +$57.1K | 0.05% | 401 |
|
|
2021
Q1 | $586K | Buy |
4,674
+488
| +12% | +$61.2K | 0.04% | 433 |
|
|
2020
Q4 | $502K | Buy |
4,186
+754
| +22% | +$90.4K | 0.03% | 447 |
|
|
2020
Q3 | $372K | Buy |
+3,432
| New | +$372K | 0.03% | 419 |
|