IFWM
Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20,163
| Closed | -$2.06M | – | 430 |
|
|
2020
Q2 | $2.06M | Buy |
20,163
+580
| +3% | +$59.2K | 0.5% | 38 |
|
|
2020
Q1 | $1.77M | Buy |
19,583
+820
| +4% | +$74.3K | 0.55% | 38 |
|
|
2019
Q4 | $2.14M | Buy |
18,763
+1,404
| +8% | +$160K | 0.48% | 41 |
|
|
2019
Q3 | $1.94M | Buy |
17,359
+446
| +3% | +$49.7K | 0.49% | 43 |
|
|
2019
Q2 | $1.82M | Buy |
16,913
+904
| +6% | +$97.3K | 0.4% | 57 |
|
|
2019
Q1 | $1.61M | Buy |
16,009
+1,196
| +8% | +$120K | 0.35% | 64 |
|
|
2018
Q4 | $1.32M | Sell |
14,813
-247
| -2% | -$22K | 0.54% | 47 |
|
|
2018
Q3 | $1.46M | Buy |
15,060
+347
| +2% | +$33.7K | 0.49% | 64 |
|
|
2018
Q2 | $1.33M | Buy |
14,713
+806
| +6% | +$72.9K | 0.42% | 78 |
|
|
2018
Q1 | $1.24M | Buy |
+13,907
| New | +$1.24M | 0.37% | 89 |
|