J.W. Cole Advisors’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 | $614K | Buy |
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|
2025
Q1 | $564K | Sell |
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|
2024
Q4 | $547K | Buy |
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|
2024
Q3 | $560K | Buy |
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|
2024
Q2 | $505K | Sell |
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|
2024
Q1 | $558K | Buy |
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|
2023
Q4 | $479K | Buy |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $469K | Sell |
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|
2023
Q1 | $549K | Buy |
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|
2022
Q4 | $544K | Sell |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $831K | Buy |
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|
2021
Q1 | $691K | Sell |
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|
2020
Q4 | $693K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.33M | Buy |
|