Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-141
| Closed | -$14K | – | 361 |
|
|
2020
Q2 | $14K | Sell |
141
-11,265
| -99% | -$1.12M | 0.01% | 315 |
|
|
2020
Q1 | $1.03M | Buy |
11,406
+1,038
| +10% | +$94K | 0.53% | 35 |
|
|
2019
Q4 | $1.18M | Sell |
10,368
-11,280
| -52% | -$1.29M | 0.41% | 42 |
|
|
2019
Q3 | $2.41M | Buy |
21,648
+10,068
| +87% | +$1.12M | 0.83% | 19 |
|
|
2019
Q2 | $1.25M | Buy |
11,580
+4,115
| +55% | +$443K | 0.43% | 42 |
|
|
2019
Q1 | $749K | Buy |
+7,465
| New | +$749K | 0.28% | 101 |
|