Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $272K | Buy |
1,931
+1
| +0.1% | +$141 | 0.04% | 279 |
|
|
2023
Q1 | $264K | Hold |
1,930
| – | – | 0.04% | 276 |
|
|
2022
Q4 | $262K | Buy |
1,930
+1
| +0.1% | +$136 | 0.04% | 281 |
|
|
2022
Q3 | $238K | Buy |
+1,929
| New | +$238K | 0.04% | 278 |
|
|
2022
Q2 | – | Sell |
-1,952
| Closed | -$281K | – | 158 |
|
|
2022
Q1 | $281K | Sell |
1,952
-22
| -1% | -$3.17K | 0.04% | 275 |
|
|
2021
Q4 | $297K | Buy |
1,974
+1
| +0.1% | +$150 | 0.04% | 268 |
|
|
2021
Q3 | $263K | Hold |
1,973
| – | – | 0.04% | 280 |
|
|
2021
Q2 | $263K | Buy |
1,973
+1
| +0.1% | +$133 | 0.04% | 289 |
|
|
2021
Q1 | $247K | Buy |
1,972
+147
| +8% | +$18.4K | 0.04% | 282 |
|
|
2020
Q4 | $219K | Buy |
+1,825
| New | +$219K | 0.04% | 281 |
|
|
2020
Q3 | – | Sell |
-1,825
| Closed | -$186K | – | 538 |
|
|
2020
Q2 | $186K | Buy |
1,825
+204
| +13% | +$20.8K | 0.04% | 255 |
|
|
2020
Q1 | $147K | Buy |
1,621
+1,024
| +172% | +$92.9K | 0.04% | 258 |
|
|
2019
Q4 | $68K | Buy |
597
+4
| +0.7% | +$456 | 0.01% | 382 |
|
|
2019
Q3 | $66K | Buy |
+593
| New | +$66K | 0.02% | 386 |
|