Great Valley Advisor Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-16,277
| Closed | -$2.17M | – | 738 |
|
2023
Q3 | $2.17M | Buy |
16,277
+339
| +2% | +$45.3K | 0.09% | 212 |
|
2023
Q2 | $2.24M | Buy |
15,938
+3,636
| +30% | +$511K | 0.09% | 206 |
|
2023
Q1 | $1.68M | Sell |
12,302
-6,196
| -33% | -$847K | 0.08% | 231 |
|
2022
Q4 | $2.51M | Sell |
18,498
-454
| -2% | -$61.6K | 0.13% | 182 |
|
2022
Q3 | $2.34M | Buy |
+18,952
| New | +$2.34M | 0.13% | 171 |
|