UIA
Ulland Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
187
+139
| +290% | +$24.5K | 0.03% | 127 |
|
|
2025
Q1 | $8K | Sell |
48
-12
| -20% | -$2K | 0.01% | 184 |
|
|
2024
Q4 | $10K | Hold |
60
| – | – | 0.01% | 176 |
|
|
2024
Q3 | $10K | Sell |
60
-5
| -8% | -$833 | 0.01% | 168 |
|
|
2024
Q2 | $10K | Sell |
65
-873
| -93% | -$134K | 0.01% | 172 |
|
|
2024
Q1 | $146K | Sell |
938
-10
| -1% | -$1.56K | 0.12% | 70 |
|
|
2023
Q4 | $137K | Sell |
948
-850
| -47% | -$123K | 0.14% | 64 |
|
|
2023
Q3 | $240K | Sell |
1,798
-15
| -0.8% | -$2K | 0.26% | 47 |
|
|
2023
Q2 | $255K | Buy |
1,813
+150
| +9% | +$21.1K | 0.26% | 48 |
|
|
2023
Q1 | $227K | Buy |
1,663
+5
| +0.3% | +$683 | 0.27% | 50 |
|
|
2022
Q4 | $225K | Buy |
1,658
+3
| +0.2% | +$407 | 0.27% | 53 |
|
|
2022
Q3 | $204K | Hold |
1,655
| – | – | 0.22% | 57 |
|
|
2022
Q2 | $217K | Hold |
1,655
| – | – | 0.22% | 58 |
|
|
2022
Q1 | $238K | Sell |
1,655
-250
| -13% | -$36K | 0.18% | 62 |
|
|
2021
Q4 | $287K | Buy |
+1,905
| New | +$287K | 0.18% | 64 |
|