FZCM
Flynn Zito Capital Management’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 | $205K | Buy |
1,175
+6
| +0.5% | +$1.05K | 0.09% | 123 |
|
2025
Q1 | $204K | Buy |
+1,169
| New | +$204K | 0.09% | 118 |
|
2024
Q1 | – | Sell |
-1,550
| Closed | -$225K | – | 114 |
|
2023
Q4 | $225K | Buy |
1,550
+11
| +0.7% | +$1.6K | 0.15% | 83 |
|
2023
Q3 | $206K | Buy |
1,539
+7
| +0.5% | +$935 | 0.14% | 65 |
|
2023
Q2 | $215K | Buy |
1,532
+7
| +0.5% | +$984 | 0.15% | 65 |
|
2023
Q1 | $209K | Buy |
1,525
+7
| +0.5% | +$957 | 0.15% | 67 |
|
2022
Q4 | $206K | Buy |
+1,518
| New | +$206K | 0.17% | 69 |
|
2022
Q2 | – | Sell |
-1,493
| Closed | -$215K | – | 92 |
|
2022
Q1 | $215K | Buy |
1,493
+5
| +0.3% | +$720 | 0.18% | 67 |
|
2021
Q4 | $224K | Buy |
+1,488
| New | +$224K | 0.19% | 68 |
|