IFP Advisors’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,382
| Closed | -$185K | – | 3215 |
|
|
2023
Q3 | $185K | Sell |
1,382
-245
| -15% | -$32.7K | 0.01% | 1001 |
|
|
2023
Q2 | $229K | Buy |
1,627
+1,573
| +2,913% | +$221K | 0.01% | 957 |
|
|
2023
Q1 | $4.88K | Sell |
54
-293
| -84% | -$26.5K | ﹤0.01% | 2575 |
|
|
2022
Q4 | $31K | Sell |
347
-1,646
| -83% | -$147K | ﹤0.01% | 2571 |
|
|
2022
Q3 | $180K | Buy |
1,993
+41
| +2% | +$3.7K | ﹤0.01% | 1475 |
|
|
2022
Q2 | $176K | Hold |
1,952
| – | – | 0.01% | 1338 |
|
|
2022
Q1 | $176K | Buy |
1,952
+1,903
| +3,884% | +$172K | 0.01% | 1338 |
|
|
2021
Q4 | $7K | Sell |
49
-5
| -9% | -$714 | ﹤0.01% | 2313 |
|
|
2021
Q3 | $8K | Sell |
54
-12
| -18% | -$1.78K | ﹤0.01% | 2312 |
|
|
2021
Q2 | $9K | Hold |
66
| – | – | ﹤0.01% | 2248 |
|
|
2021
Q1 | $8K | Buy |
66
+7
| +12% | +$848 | ﹤0.01% | 2212 |
|
|
2020
Q4 | $7K | Buy |
59
+32
| +119% | +$3.8K | ﹤0.01% | 2191 |
|
|
2020
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 2350 |
|
|
2020
Q2 | $3K | Sell |
27
-423
| -94% | -$47K | ﹤0.01% | 2254 |
|
|
2020
Q1 | $41K | Buy |
450
+16
| +4% | +$1.46K | ﹤0.01% | 1211 |
|
|
2019
Q4 | $49K | Buy |
434
+31
| +8% | +$3.5K | ﹤0.01% | 1259 |
|
|
2019
Q3 | $44K | Buy |
+403
| New | +$44K | ﹤0.01% | 1428 |
|
|
2019
Q1 | – | Sell |
-80
| Closed | -$7K | – | 2924 |
|
|
2018
Q4 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 2644 |
|
|
2018
Q2 | – | Sell |
-202
| Closed | -$18K | – | 3926 |
|
|
2018
Q1 | $18K | Hold |
202
| – | – | ﹤0.01% | 2447 |
|
|
2017
Q4 | $18K | Buy |
+202
| New | +$18K | ﹤0.01% | 2445 |
|