WP
WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-26,878
| Closed | -$3.07M | – | 388 |
|
|
2019
Q4 | $3.07M | Sell |
26,878
-53,708
| -67% | -$6.13M | 0.4% | 46 |
|
|
2019
Q3 | $8.98M | Buy |
80,586
+61,580
| +324% | +$6.87M | 1.35% | 13 |
|
|
2019
Q2 | $2.05M | Buy |
19,006
+9,251
| +95% | +$996K | 0.32% | 80 |
|
|
2019
Q1 | $979K | Buy |
9,755
+5,805
| +147% | +$583K | 0.22% | 97 |
|
|
2018
Q4 | $352K | Buy |
+3,950
| New | +$352K | 0.1% | 188 |
|