IHT Wealth Management’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
8,270
+302
| +4% | +$52.7K | 0.04% | 390 |
|
|
2025
Q1 | $1.39M | Buy |
7,968
+2,740
| +52% | +$477K | 0.04% | 375 |
|
|
2024
Q4 | $864K | Sell |
5,228
-5,530
| -51% | -$914K | 0.03% | 503 |
|
|
2024
Q3 | $1.82M | Sell |
10,758
-1,009
| -9% | -$171K | 0.05% | 343 |
|
|
2024
Q2 | $1.8M | Sell |
11,767
-356
| -3% | -$54.3K | 0.07% | 275 |
|
|
2024
Q1 | $1.89M | Buy |
12,123
+285
| +2% | +$44.4K | 0.08% | 260 |
|
|
2023
Q4 | $1.72M | Buy |
11,838
+2,127
| +22% | +$308K | 0.08% | 249 |
|
|
2023
Q3 | $1.3M | Buy |
9,711
+478
| +5% | +$63.8K | 0.07% | 289 |
|
|
2023
Q2 | $1.3M | Sell |
9,233
-6,605
| -42% | -$929K | 0.07% | 274 |
|
|
2023
Q1 | $2.17M | Buy |
15,838
+121
| +0.8% | +$16.6K | 0.12% | 162 |
|
|
2022
Q4 | $2.13M | Buy |
15,717
+1,416
| +10% | +$192K | 0.13% | 166 |
|
|
2022
Q3 | $1.77M | Buy |
14,301
+320
| +2% | +$39.5K | 0.13% | 176 |
|
|
2022
Q2 | $1.83M | Buy |
13,981
+153
| +1% | +$20K | 0.16% | 142 |
|
|
2022
Q1 | $1.99M | Buy |
13,828
+3,161
| +30% | +$454K | 0.15% | 143 |
|
|
2021
Q4 | $1.61M | Buy |
10,667
+119
| +1% | +$17.9K | 0.12% | 172 |
|
|
2021
Q3 | $1.41M | Sell |
10,548
-231
| -2% | -$30.8K | 0.11% | 178 |
|
|
2021
Q2 | $1.44M | Buy |
10,779
+92
| +0.9% | +$12.2K | 0.09% | 240 |
|
|
2021
Q1 | $1.34M | Sell |
10,687
-396
| -4% | -$49.6K | 0.1% | 215 |
|
|
2020
Q4 | $1.33M | Buy |
11,083
+465
| +4% | +$55.8K | 0.11% | 198 |
|
|
2020
Q3 | $1.15M | Buy |
+10,618
| New | +$1.15M | 0.12% | 185 |
|