RMAM
Raab & Moskowitz Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,422
| Closed | -$204K | – | 164 |
|
|
2022
Q1 | $204K | Sell |
1,422
-290
| -17% | -$41.6K | 0.07% | 161 |
|
|
2021
Q4 | $258K | Buy |
1,712
+208
| +14% | +$31.3K | 0.08% | 147 |
|
|
2021
Q3 | $201K | Sell |
1,504
-95
| -6% | -$12.7K | 0.07% | 160 |
|
|
2021
Q2 | $213K | Sell |
1,599
-52
| -3% | -$6.93K | 0.08% | 155 |
|
|
2021
Q1 | $206K | Sell |
1,651
-208
| -11% | -$26K | 0.08% | 149 |
|
|
2020
Q4 | $222K | Sell |
1,859
-12
| -0.6% | -$1.43K | 0.09% | 139 |
|
|
2020
Q3 | $202K | Buy |
+1,871
| New | +$202K | 0.09% | 133 |
|
|
2020
Q2 | – | Sell |
-2,281
| Closed | -$206K | – | 138 |
|
|
2020
Q1 | $206K | Sell |
2,281
-583
| -20% | -$52.7K | 0.11% | 132 |
|
|
2019
Q4 | $327K | Hold |
2,864
| – | – | 0.13% | 127 |
|
|
2019
Q3 | $319K | Buy |
2,864
+519
| +22% | +$57.8K | 0.14% | 128 |
|
|
2019
Q2 | $252K | Hold |
2,345
| – | – | 0.11% | 142 |
|
|
2019
Q1 | $235K | Sell |
2,345
-124
| -5% | -$12.4K | 0.11% | 144 |
|
|
2018
Q4 | $219K | Buy |
+2,469
| New | +$219K | 0.11% | 148 |
|