J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,514
| Closed | -$213K | – | 1756 |
|
|
2023
Q2 | $213K | Sell |
1,514
-46
| -3% | -$6.47K | ﹤0.01% | 1369 |
|
|
2023
Q1 | $213K | Buy |
1,560
+46
| +3% | +$6.29K | ﹤0.01% | 1806 |
|
|
2022
Q4 | $205K | Buy |
+1,514
| New | +$205K | ﹤0.01% | 1817 |
|
|
2022
Q2 | – | Sell |
-1,514
| Closed | -$218K | – | 1978 |
|
|
2022
Q1 | $218K | Buy |
1,514
+70
| +5% | +$10.1K | ﹤0.01% | 1879 |
|
|
2021
Q4 | $218K | Buy |
+1,444
| New | +$218K | ﹤0.01% | 1877 |
|
|
2020
Q1 | – | Sell |
-1,756
| Closed | -$201K | – | 1485 |
|
|
2019
Q4 | $201K | Buy |
+1,756
| New | +$201K | ﹤0.01% | 1402 |
|