LFA
Legacy Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,038
| Closed | -$296K | – | 330 |
|
|
2023
Q4 | $296K | Sell |
2,038
-891
| -30% | -$129K | 0.06% | 233 |
|
|
2023
Q3 | $391K | Sell |
2,929
-160
| -5% | -$21.4K | 0.08% | 171 |
|
|
2023
Q2 | $434K | Sell |
3,089
-344
| -10% | -$48.4K | 0.08% | 155 |
|
|
2023
Q1 | $470K | Buy |
3,433
+185
| +6% | +$25.3K | 0.1% | 134 |
|
|
2022
Q4 | $441K | Sell |
3,248
-121
| -4% | -$16.4K | 0.09% | 127 |
|
|
2022
Q3 | $416K | Buy |
+3,369
| New | +$416K | 0.1% | 115 |
|
|
2022
Q2 | – | Sell |
-3,922
| Closed | -$564K | – | 242 |
|
|
2022
Q1 | $564K | Buy |
3,922
+1,496
| +62% | +$215K | 0.13% | 91 |
|
|
2021
Q4 | $366K | Buy |
2,426
+409
| +20% | +$61.7K | 0.08% | 121 |
|
|
2021
Q3 | $269K | Hold |
2,017
| – | – | 0.07% | 142 |
|
|
2021
Q2 | $268K | Hold |
2,017
| – | – | 0.07% | 135 |
|
|
2021
Q1 | $253K | Sell |
2,017
-19
| -0.9% | -$2.38K | 0.07% | 131 |
|
|
2020
Q4 | $244K | Sell |
2,036
-1,210
| -37% | -$145K | 0.07% | 119 |
|
|
2020
Q3 | $352K | Buy |
+3,246
| New | +$352K | 0.11% | 73 |
|
|
2020
Q2 | – | Sell |
-16,053
| Closed | -$1.58M | – | 50 |
|
|
2020
Q1 | $1.58M | Buy |
+16,053
| New | +$1.58M | 0.59% | 20 |
|