United Capital Financial Advisors’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 |
-6,374
| Closed | -$799K | – | 1235 |
|
|
2021
Q1 | $799K | Sell |
6,374
-218
| -3% | -$27.3K | ﹤0.01% | 726 |
|
|
2020
Q4 | $791K | Sell |
6,592
-2,556
| -28% | -$307K | ﹤0.01% | 735 |
|
|
2020
Q3 | $991K | Sell |
9,148
-1,374
| -13% | -$149K | 0.01% | 663 |
|
|
2020
Q2 | $1.07M | Buy |
10,522
+12
| +0.1% | +$1.23K | 0.01% | 641 |
|
|
2020
Q1 | $952K | Buy |
10,510
+1,008
| +11% | +$91.3K | 0.01% | 643 |
|
|
2019
Q4 | $1.09M | Buy |
9,502
+5,190
| +120% | +$593K | 0.01% | 742 |
|
|
2019
Q3 | $481K | Buy |
4,312
+1,151
| +36% | +$128K | ﹤0.01% | 958 |
|
|
2019
Q2 | $340K | Sell |
3,161
-87
| -3% | -$9.36K | ﹤0.01% | 1149 |
|
|
2019
Q1 | $326K | Buy |
+3,248
| New | +$326K | ﹤0.01% | 1085 |
|