Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,553
| Closed | -$212K | – | 708 |
|
|
2023
Q1 | $212K | Buy |
+1,553
| New | +$212K | 0.02% | 675 |
|
|
2021
Q2 | – | Sell |
-2,144
| Closed | -$287K | – | 1752 |
|
|
2021
Q1 | $287K | Sell |
2,144
-585
| -21% | -$78.3K | 0.01% | 867 |
|
|
2020
Q4 | $327K | Hold |
2,729
| – | – | 0.01% | 666 |
|
|
2020
Q3 | $296K | Sell |
2,729
-115
| -4% | -$12.5K | 0.01% | 620 |
|
|
2020
Q2 | $290K | Sell |
2,844
-1,314
| -32% | -$134K | 0.02% | 607 |
|
|
2020
Q1 | $377K | Buy |
4,158
+1,982
| +91% | +$180K | 0.03% | 481 |
|
|
2019
Q4 | $248K | Buy |
2,176
+1,463
| +205% | +$167K | 0.02% | 645 |
|
|
2019
Q3 | $79K | Buy |
+713
| New | +$79K | 0.01% | 885 |
|