KWB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,161
| Closed | -$1.62M | – | 134 |
|
|
2023
Q4 | $1.62M | Sell |
11,161
-2,619
| -19% | -$380K | 0.23% | 43 |
|
|
2023
Q3 | $1.94M | Sell |
13,780
-512
| -4% | -$72K | 0.31% | 36 |
|
|
2023
Q2 | $2.01M | Buy |
14,292
+6,674
| +88% | +$938K | 0.32% | 36 |
|
|
2023
Q1 | $1.03M | Buy |
7,618
+275
| +4% | +$37.3K | 0.19% | 46 |
|
|
2022
Q4 | $996K | Buy |
7,343
+572
| +8% | +$77.6K | 0.19% | 45 |
|
|
2022
Q3 | $836K | Buy |
+6,771
| New | +$836K | 0.17% | 49 |
|