Wealthcare Advisory Partners’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 |
-283
| Closed | -$35K | – | 1274 |
|
|
2021
Q1 | $35K | Buy |
+283
| New | +$35K | ﹤0.01% | 1001 |
|
|
2020
Q2 | – | Sell |
-297
| Closed | -$27K | – | 909 |
|
|
2020
Q1 | $27K | Buy |
297
+22
| +8% | +$2K | ﹤0.01% | 643 |
|
|
2019
Q4 | $31K | Hold |
275
| – | – | ﹤0.01% | 650 |
|
|
2019
Q3 | $31K | Hold |
275
| – | – | ﹤0.01% | 643 |
|
|
2019
Q2 | $30K | Hold |
275
| – | – | ﹤0.01% | 623 |
|
|
2019
Q1 | $28K | Hold |
275
| – | – | ﹤0.01% | 583 |
|
|
2018
Q4 | $24K | Hold |
275
| – | – | ﹤0.01% | 590 |
|
|
2018
Q3 | $27K | Hold |
275
| – | – | 0.01% | 601 |
|
|
2018
Q2 | $25K | Sell |
275
-150
| -35% | -$13.6K | ﹤0.01% | 616 |
|
|
2018
Q1 | $38K | Sell |
425
-50
| -11% | -$4.47K | 0.01% | 451 |
|
|
2017
Q4 | $43K | Sell |
475
-57
| -11% | -$5.16K | 0.01% | 397 |
|
|
2017
Q3 | $47K | Buy |
+532
| New | +$47K | 0.01% | 310 |
|