Milestone Investment Advisors’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 | $1.57M | Sell |
8,967
-431
| -5% | -$75.3K | 0.41% | 44 |
|
|
2025
Q1 | $1.64M | Sell |
9,398
-880
| -9% | -$153K | 0.45% | 43 |
|
|
2024
Q4 | $1.7M | Buy |
10,278
+4,826
| +89% | +$797K | 0.46% | 42 |
|
|
2024
Q3 | $923K | Sell |
5,452
-33
| -0.6% | -$5.59K | 0.26% | 47 |
|
|
2024
Q2 | $837K | Buy |
5,485
+25
| +0.5% | +$3.81K | 0.22% | 47 |
|
|
2024
Q1 | $850K | Sell |
5,460
-970
| -15% | -$151K | 0.23% | 47 |
|
|
2023
Q4 | $932K | Sell |
6,430
-1,143
| -15% | -$166K | 0.27% | 45 |
|
|
2023
Q3 | $1.01M | Buy |
7,573
+91
| +1% | +$12.2K | 0.29% | 43 |
|
|
2023
Q2 | $1.05M | Sell |
7,482
-3,475
| -32% | -$489K | 0.33% | 42 |
|
|
2023
Q1 | $1.5M | Buy |
10,957
+904
| +9% | +$124K | 0.46% | 36 |
|
|
2022
Q4 | $1.36M | Buy |
+10,053
| New | +$1.36M | 0.48% | 34 |
|