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