Integrated Wealth Concepts’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Buy |
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|
2025
Q1 | $826K | Buy |
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|
2024
Q4 | $784K | Sell |
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|
2024
Q3 | $805K | Buy |
|
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|
2024
Q2 | $726K | Buy |
|
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|
2024
Q1 | $740K | Buy |
|
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|
2023
Q4 | $689K | Buy |
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|
2023
Q3 | $631K | Sell |
|
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|
2023
Q2 | $671K | Sell |
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|
2023
Q1 | $687K | Sell |
|
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $1.56M | Buy |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $731K | Buy |
|