Fortis Group Advisors’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
7,210
-220
| -3% | -$38.2K | 0.23% | 103 |
|
|
2025
Q1 | $1.29M | Buy |
7,430
+89
| +1% | +$15.5K | 0.25% | 96 |
|
|
2024
Q4 | $1.21M | Buy |
7,341
+96
| +1% | +$15.9K | 0.23% | 92 |
|
|
2024
Q3 | $1.23M | Sell |
7,245
-167
| -2% | -$28.3K | 0.23% | 84 |
|
|
2024
Q2 | $1.13M | Sell |
7,412
-388
| -5% | -$59.2K | 0.22% | 75 |
|
|
2024
Q1 | $1.21M | Sell |
7,800
-222
| -3% | -$34.6K | 0.22% | 84 |
|
|
2023
Q4 | $1.1M | Hold |
8,022
| – | – | 0.27% | 44 |
|
|
2023
Q3 | $1.1M | Buy |
8,022
+230
| +3% | +$31.5K | 0.34% | 38 |
|
|
2023
Q2 | $1.1M | Sell |
7,792
-178
| -2% | -$25K | 0.29% | 54 |
|
|
2023
Q1 | $1.11M | Buy |
+7,970
| New | +$1.11M | 0.34% | 40 |
|
|
2020
Q3 | $2.02M | Buy |
+18,639
| New | +$2.02M | 0.39% | 34 |
|