WMR
Wealth Management Resources’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
Q3 | – | Sell |
-1,452
| Closed | -$204K | – | 42 |
|
|
2023
Q2 | $204K | Sell |
1,452
-2,688
| -65% | -$378K | 0.12% | 37 |
|
|
2023
Q1 | $483K | Buy |
4,140
+1,005
| +32% | +$117K | 0.3% | 32 |
|
|
2022
Q4 | $425K | Buy |
3,135
+10
| +0.3% | +$1.36K | 0.28% | 35 |
|
|
2022
Q3 | $385K | Buy |
3,125
+9
| +0.3% | +$1.11K | 0.26% | 33 |
|
|
2022
Q2 | $408K | Buy |
3,116
+16
| +0.5% | +$2.1K | 0.25% | 33 |
|
|
2022
Q1 | $445K | Sell |
3,100
-2,156
| -41% | -$309K | 0.31% | 33 |
|
|
2021
Q4 | $792K | Buy |
+5,256
| New | +$792K | 0.51% | 26 |
|