Midwest Heritage Bank’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 |
-1,657
| Closed | -$240K | – | 57 |
|
|
2023
Q4 | $240K | Hold |
1,657
| – | – | 0.16% | 47 |
|
|
2023
Q3 | $221K | Hold |
1,657
| – | – | 0.17% | 46 |
|
|
2023
Q2 | $233K | Hold |
1,657
| – | – | 0.18% | 46 |
|
|
2023
Q1 | $227K | Sell |
1,657
-979
| -37% | -$134K | 0.18% | 49 |
|
|
2022
Q4 | $358K | Sell |
2,636
-306
| -10% | -$41.5K | 0.35% | 43 |
|
|
2022
Q3 | $363K | Hold |
2,942
| – | – | 0.38% | 43 |
|
|
2022
Q2 | $385K | Sell |
2,942
-24
| -0.8% | -$3.14K | 0.35% | 44 |
|
|
2022
Q1 | $426K | Hold |
2,966
| – | – | 0.33% | 38 |
|
|
2021
Q4 | $447K | Buy |
+2,966
| New | +$447K | 0.43% | 33 |
|