GWP
Gateway Wealth Partners’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 | $822K | Buy |
+4,710
| New | +$822K | 0.16% | 148 |
|
2023
Q4 | – | Sell |
-1,575
| Closed | -$210K | – | 251 |
|
2023
Q3 | $210K | Sell |
1,575
-26
| -2% | -$3.47K | 0.04% | 245 |
|
2023
Q2 | $225K | Buy |
+1,601
| New | +$225K | 0.04% | 218 |
|
2023
Q1 | – | Sell |
-1,976
| Closed | -$268K | – | 238 |
|
2022
Q4 | $268K | Buy |
+1,976
| New | +$268K | 0.05% | 156 |
|