WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-67
| Closed | -$9.17K | – | 497 |
|
|
2023
Q1 | $9.17K | Buy |
+67
| New | +$9.17K | ﹤0.01% | 445 |
|
|
2021
Q3 | – | Sell |
-132
| Closed | -$18K | – | 510 |
|
|
2021
Q2 | $18K | Hold |
132
| – | – | ﹤0.01% | 667 |
|
|
2021
Q1 | $16K | Buy |
+132
| New | +$16K | ﹤0.01% | 706 |
|
|
2020
Q4 | – | Sell |
-690
| Closed | -$75K | – | 357 |
|
|
2020
Q3 | $75K | Sell |
690
-185
| -21% | -$20.1K | 0.03% | 286 |
|
|
2020
Q2 | $89K | Buy |
875
+1
| +0.1% | +$102 | 0.04% | 229 |
|
|
2020
Q1 | $79K | Buy |
874
+261
| +43% | +$23.6K | 0.05% | 176 |
|
|
2019
Q4 | $70K | Buy |
613
+31
| +5% | +$3.54K | 0.03% | 202 |
|
|
2019
Q3 | $65K | Buy |
+582
| New | +$65K | 0.03% | 191 |
|
|
2019
Q2 | – | Sell |
-317
| Closed | -$32K | – | 257 |
|
|
2019
Q1 | $32K | Buy |
317
+22
| +7% | +$2.22K | 0.02% | 207 |
|
|
2018
Q4 | $26K | Buy |
+295
| New | +$26K | 0.02% | 182 |
|