PWP
Perfromance Wealth Partners’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
Q2 | – | Sell |
-1,900
| Closed | -$296K | – | 175 |
|
|
2024
Q1 | $296K | Hold |
1,900
| – | – | 0.01% | 128 |
|
|
2023
Q4 | $276K | Hold |
1,900
| – | – | 0.01% | 137 |
|
|
2023
Q3 | $254K | Hold |
1,900
| – | – | 0.01% | 145 |
|
|
2023
Q2 | $266K | Sell |
1,900
-399
| -17% | -$55.9K | 0.01% | 152 |
|
|
2023
Q1 | $315K | Sell |
2,299
-782
| -25% | -$107K | 0.02% | 138 |
|
|
2022
Q4 | $418K | Sell |
3,081
-1,768
| -36% | -$240K | 0.03% | 112 |
|
|
2022
Q3 | $598K | Buy |
4,849
+3,043
| +168% | +$375K | 0.03% | 88 |
|
|
2022
Q2 | $236K | Buy |
+1,806
| New | +$236K | 0.01% | 144 |
|