Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $607K | Buy |
4,474
+2,177
| +95% | +$295K | 0.09% | 168 |
|
|
2022
Q3 | $283K | Sell |
2,297
-441
| -16% | -$54.3K | 0.09% | 164 |
|
|
2022
Q2 | $359K | Sell |
2,738
-216
| -7% | -$28.3K | 0.12% | 130 |
|
|
2022
Q1 | $424K | Buy |
+2,954
| New | +$424K | 0.11% | 143 |
|
|
2021
Q3 | $398K | Sell |
2,985
-802
| -21% | -$107K | 0.14% | 110 |
|
|
2021
Q2 | $504K | Sell |
3,787
-331
| -8% | -$44.1K | 0.19% | 89 |
|
|
2021
Q1 | $516K | Buy |
+4,118
| New | +$516K | 0.29% | 68 |
|