WealthPLAN 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
2020
Q1
Sell
-2,015
Closed -$242K 270
2019
Q4
$242K Sell
2,015
-1,006
-33% -$121K 0.03% 221
2019
Q3
$338K Buy
3,021
+910
+43% +$102K 0.05% 174
2019
Q2
$233K Buy
+2,111
New +$233K 0.04% 213