Stone House Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,649
| Closed | -$438K | – | 43 |
|
|
2021
Q1 | $438K | Hold |
3,649
| – | – | 0.22% | 29 |
|
|
2020
Q4 | $438K | Sell |
3,649
-39
| -1% | -$4.68K | 0.22% | 29 |
|
|
2020
Q3 | $400K | Sell |
3,688
-104
| -3% | -$11.3K | 0.16% | 36 |
|
|
2020
Q2 | $387K | Buy |
+3,792
| New | +$387K | 0.19% | 31 |
|
|
2019
Q4 | – | Sell |
-7,508
| Closed | -$837K | – | 39 |
|
|
2019
Q3 | $837K | Buy |
7,508
+2,525
| +51% | +$281K | 0.42% | 30 |
|
|
2019
Q2 | $537K | Sell |
4,983
-270
| -5% | -$29.1K | 0.28% | 31 |
|
|
2019
Q1 | $527K | Buy |
5,253
+606
| +13% | +$60.8K | 0.27% | 36 |
|
|
2018
Q4 | $414K | Buy |
4,647
+117
| +3% | +$10.4K | 0.26% | 38 |
|
|
2018
Q3 | $440K | Buy |
+4,530
| New | +$440K | 0.25% | 41 |
|