TWA
Tillar-Wenstrup Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,087
| Closed | -$2.18M | – | 15 |
|
|
2022
Q4 | $2.18M | Buy |
16,087
+14,094
| +707% | +$1.91M | 1.05% | 23 |
|
|
2022
Q3 | $246K | Buy |
+1,993
| New | +$246K | 0.12% | 44 |
|
|
2020
Q1 | – | Sell |
-15,014
| Closed | -$1.72M | – | 36 |
|
|
2019
Q4 | $1.72M | Buy |
15,014
+3,830
| +34% | +$437K | 0.96% | 39 |
|
|
2019
Q3 | $1.25M | Buy |
11,184
+1,826
| +20% | +$204K | 0.72% | 37 |
|
|
2019
Q2 | $1.01M | Buy |
+9,358
| New | +$1.01M | 0.57% | 38 |
|