TLFA
True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,120
| Closed | -$2.24M | – | 134 |
|
|
2022
Q2 | $2.24M | Sell |
17,120
-1,081
| -6% | -$142K | 0.34% | 27 |
|
|
2022
Q1 | $2.62M | Hold |
18,201
| – | – | 0.38% | 23 |
|
|
2021
Q4 | $2.74M | Hold |
18,201
| – | – | 0.37% | 24 |
|
|
2021
Q3 | $2.43M | Sell |
18,201
-447
| -2% | -$59.6K | 0.33% | 28 |
|
|
2021
Q2 | $2.48M | Sell |
18,648
-1,505
| -7% | -$200K | 0.36% | 28 |
|
|
2021
Q1 | $2.53M | Hold |
20,153
| – | – | 0.37% | 31 |
|
|
2020
Q4 | $2.42M | Buy |
+20,153
| New | +$2.42M | 0.38% | 31 |
|