Merit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
1,967
-11
| -0.6% | -$1.92K | ﹤0.01% | 1268 |
|
|
2025
Q1 | $344K | Buy |
1,978
+223
| +13% | +$38.8K | 0.01% | 1073 |
|
|
2024
Q4 | $290K | Sell |
1,755
-61
| -3% | -$10.1K | 0.01% | 938 |
|
|
2024
Q3 | $307K | Sell |
1,816
-171
| -9% | -$28.9K | 0.01% | 668 |
|
|
2024
Q2 | $303K | Sell |
1,987
-55
| -3% | -$8.39K | 0.01% | 719 |
|
|
2024
Q1 | $308K | Sell |
2,042
-552
| -21% | -$83.3K | 0.01% | 696 |
|
|
2023
Q4 | $376K | Buy |
2,594
+1
| +0% | +$145 | 0.01% | 556 |
|
|
2023
Q3 | $346K | Hold |
2,593
| – | – | 0.01% | 546 |
|
|
2023
Q2 | $365K | Buy |
+2,593
| New | +$365K | 0.01% | 540 |
|
|
2021
Q1 | – | Sell |
-33,197
| Closed | -$3.98M | – | 238 |
|
|
2020
Q4 | $3.98M | Buy |
33,197
+10,571
| +47% | +$1.27M | 0.38% | 22 |
|
|
2020
Q3 | $2.45M | Buy |
22,626
+6,754
| +43% | +$732K | 0.22% | 34 |
|
|
2020
Q2 | $1.62M | Buy |
15,872
+1,578
| +11% | +$161K | 0.16% | 52 |
|
|
2020
Q1 | $1.3M | Buy |
+14,294
| New | +$1.3M | 0.14% | 58 |
|