Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $580K | Buy |
3,514
+114
| +3% | +$18.8K | 0.43% | 38 |
|
|
2024
Q3 | $575K | Buy |
3,400
+38
| +1% | +$6.43K | 0.17% | 123 |
|
|
2024
Q2 | $513K | Buy |
3,362
+207
| +7% | +$31.6K | 0.14% | 136 |
|
|
2024
Q1 | $491K | Buy |
3,155
+336
| +12% | +$52.3K | 0.15% | 139 |
|
|
2023
Q4 | $408K | Buy |
2,819
+485
| +21% | +$70.2K | 0.13% | 144 |
|
|
2023
Q3 | $312K | Buy |
+2,334
| New | +$312K | 0.11% | 159 |
|
|
2023
Q1 | $165K | Buy |
+1,208
| New | +$165K | 0.06% | 224 |
|
|
2022
Q4 | – | Sell |
-147
| Closed | -$18K | – | 767 |
|
|
2022
Q3 | $18K | Buy |
+147
| New | +$18K | 0.01% | 600 |
|