PWMG
Prestige Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-735
| Closed | -$128K | – | 1038 |
|
|
2025
Q1 | $128K | Hold |
735
| – | – | 0.03% | 181 |
|
|
2024
Q4 | $121K | Hold |
735
| – | – | 0.03% | 187 |
|
|
2024
Q3 | $124K | Hold |
735
| – | – | 0.03% | 177 |
|
|
2024
Q2 | $112K | Hold |
735
| – | – | 0.02% | 165 |
|
|
2024
Q1 | $114K | Hold |
735
| – | – | 0.02% | 189 |
|
|
2023
Q4 | $107K | Hold |
735
| – | – | 0.02% | 183 |
|
|
2023
Q3 | $98.1K | Hold |
735
| – | – | 0.02% | 182 |
|
|
2023
Q2 | $103K | Hold |
735
| – | – | 0.02% | 200 |
|
|
2023
Q1 | $101K | Hold |
735
| – | – | 0.03% | 183 |
|
|
2022
Q4 | $99.7K | Hold |
735
| – | – | 0.03% | 192 |
|
|
2022
Q3 | $91K | Hold |
735
| – | – | 0.03% | 178 |
|
|
2022
Q2 | $96K | Hold |
735
| – | – | 0.03% | 181 |
|
|
2022
Q1 | $106K | Hold |
735
| – | – | 0.03% | 180 |
|
|
2021
Q4 | $111K | Hold |
735
| – | – | 0.03% | 188 |
|
|
2021
Q3 | $98K | Hold |
735
| – | – | 0.03% | 191 |
|
|
2021
Q2 | $98K | Hold |
735
| – | – | 0.03% | 182 |
|
|
2021
Q1 | $92K | Hold |
735
| – | – | 0.03% | 190 |
|
|
2020
Q4 | $88K | Hold |
735
| – | – | 0.02% | 188 |
|
|
2020
Q3 | $80K | Sell |
735
-14
| -2% | -$1.52K | 0.02% | 194 |
|
|
2020
Q2 | $76K | Sell |
749
-22,240
| -97% | -$2.26M | 0.03% | 178 |
|
|
2020
Q1 | $2.08M | Sell |
22,989
-916
| -4% | -$83K | 0.88% | 19 |
|
|
2019
Q4 | $2.73M | Sell |
23,905
-294
| -1% | -$33.6K | 1.49% | 13 |
|
|
2019
Q3 | $2.7M | Buy |
24,199
+425
| +2% | +$47.4K | 1.58% | 10 |
|
|
2019
Q2 | $2.56M | Buy |
+23,774
| New | +$2.56M | 1.55% | 12 |
|