LAS
Lloyd Advisory Services’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 |
-1,874
| Closed | -$272K | – | 158 |
|
|
2023
Q4 | $272K | Buy |
+1,874
| New | +$272K | 0.13% | 96 |
|
|
2022
Q2 | – | Sell |
-1,267
| Closed | -$182K | – | 353 |
|
|
2022
Q1 | $182K | Sell |
1,267
-433
| -25% | -$62.2K | 0.08% | 99 |
|
|
2021
Q4 | $256K | Buy |
1,700
+224
| +15% | +$33.7K | 0.12% | 68 |
|
|
2021
Q3 | $197K | Buy |
1,476
+544
| +58% | +$72.6K | 0.1% | 76 |
|
|
2021
Q2 | $124K | Buy |
+932
| New | +$124K | 0.06% | 104 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 362 |
|
|
2020
Q2 | – | Sell |
-7,182
| Closed | -$651K | – | 334 |
|
|
2020
Q1 | $651K | Buy |
+7,182
| New | +$651K | 0.48% | 17 |
|