Gerber Kawasaki Wealth & Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.3M | Sell |
259,539
-1,575
| -0.6% | -$275K | 1.75% | 16 |
|
|
2025
Q1 | $45.4M | Buy |
261,114
+10,170
| +4% | +$1.77M | 2.04% | 15 |
|
|
2024
Q4 | $41.5M | Buy |
250,944
+12,192
| +5% | +$2.01M | 1.8% | 16 |
|
|
2024
Q3 | $40.4M | Sell |
238,752
-81,103
| -25% | -$13.7M | 1.86% | 15 |
|
|
2024
Q2 | $48.8M | Buy |
319,855
+25,737
| +9% | +$3.93M | 2.44% | 11 |
|
|
2024
Q1 | $45.8M | Buy |
294,118
+24,160
| +9% | +$3.76M | 2.47% | 11 |
|
|
2023
Q4 | $39.1M | Buy |
269,958
+27,007
| +11% | +$3.92M | 2.34% | 12 |
|
|
2023
Q3 | $32.4M | Buy |
242,951
+33,446
| +16% | +$4.47M | 2.21% | 13 |
|
|
2023
Q2 | $29.5M | Buy |
209,505
+22,306
| +12% | +$3.14M | 1.98% | 13 |
|
|
2023
Q1 | $25.6M | Buy |
187,199
+12,792
| +7% | +$1.75M | 2.02% | 13 |
|
|
2022
Q4 | $23.7M | Buy |
174,407
+91,635
| +111% | +$12.4M | 2.1% | 11 |
|
|
2022
Q3 | $10.2M | Buy |
82,772
+13,729
| +20% | +$1.69M | 0.95% | 35 |
|
|
2022
Q2 | $9.04M | Buy |
69,043
+60,334
| +693% | +$7.9M | 0.86% | 33 |
|
|
2022
Q1 | $1.25M | Buy |
8,709
+2,435
| +39% | +$350K | 0.1% | 99 |
|
|
2021
Q4 | $945K | Buy |
6,274
+1,140
| +22% | +$172K | 0.08% | 116 |
|
|
2021
Q3 | $684K | Buy |
5,134
+926
| +22% | +$123K | 0.09% | 85 |
|
|
2021
Q2 | $560K | Buy |
4,208
+1,595
| +61% | +$212K | 0.06% | 139 |
|
|
2021
Q1 | $327K | Buy |
2,613
+499
| +24% | +$62.4K | 0.04% | 161 |
|
|
2020
Q4 | $253K | Buy |
+2,114
| New | +$253K | 0.04% | 148 |
|