Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,477
| Closed | -$896 | – | 964 |
|
|
2021
Q4 | $896 | Sell |
6,477
-170
| -3% | -$24 | 0.02% | 400 |
|
|
2021
Q3 | $884K | Sell |
6,647
-1,627
| -20% | -$216K | 0.42% | 41 |
|
|
2021
Q2 | $1.1M | Sell |
8,274
-3,931
| -32% | -$523K | 0.39% | 64 |
|
|
2021
Q1 | $1.53K | Sell |
12,205
-4,022
| -25% | -$504 | 0.03% | 256 |
|
|
2020
Q4 | $1.95M | Buy |
+16,227
| New | +$1.95M | 1.78% | 22 |
|
|
2020
Q2 | – | Sell |
-55,691
| Closed | -$5.05K | – | 493 |
|
|
2020
Q1 | $5.05K | Sell |
55,691
-1,085
| -2% | -$98 | 0.02% | 326 |
|
|
2019
Q4 | $6.48M | Buy |
56,776
+15,616
| +38% | +$1.78M | 4.47% | 1 |
|
|
2019
Q3 | $4.59M | Buy |
41,160
+29,329
| +248% | +$3.27M | 3.95% | 2 |
|
|
2019
Q2 | $1.27M | Buy |
+11,831
| New | +$1.27M | 1.05% | 17 |
|