Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,620
| Closed | -$268K | – | 1141 |
|
|
2024
Q4 | $268K | Buy |
+1,620
| New | +$268K | ﹤0.01% | 1179 |
|
|
2020
Q2 | – | Sell |
-3,388
| Closed | -$307K | – | 509 |
|
|
2020
Q1 | $307K | Sell |
3,388
-7,038
| -68% | -$638K | 0.04% | 275 |
|
|
2019
Q4 | $1.19M | Buy |
10,426
+7,276
| +231% | +$831K | 0.05% | 328 |
|
|
2019
Q3 | $350K | Buy |
+3,150
| New | +$350K | 0.04% | 304 |
|