Millington Financial 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 | $306K | Sell |
1,734
-43
| -2% | -$7.59K | 0.15% | 80 |
|
2025
Q1 | $296K | Sell |
1,777
-16
| -0.9% | -$2.66K | 0.18% | 79 |
|
2024
Q4 | $306K | Sell |
1,793
-237
| -12% | -$40.4K | 0.18% | 74 |
|
2024
Q3 | $344K | Sell |
2,030
-15
| -0.7% | -$2.54K | 0.21% | 67 |
|
2024
Q2 | $312K | Sell |
2,045
-350
| -15% | -$53.4K | 0.22% | 66 |
|
2024
Q1 | $373K | Sell |
2,395
-611
| -20% | -$95.2K | 0.27% | 61 |
|
2023
Q4 | $436K | Sell |
3,006
-4,269
| -59% | -$619K | 0.35% | 56 |
|
2023
Q3 | $971K | Sell |
7,275
-847
| -10% | -$113K | 0.87% | 38 |
|
2023
Q2 | $1.14M | Sell |
8,122
-121
| -1% | -$17K | 1.02% | 31 |
|
2023
Q1 | $1.13M | Sell |
8,243
-40
| -0.5% | -$5.47K | 1.04% | 33 |
|
2022
Q4 | $1.12M | Buy |
+8,283
| New | +$1.12M | 1.1% | 31 |
|