Newfound Risk Managed US Sectors Fund LGLV Holdings History
Newfound Risk Managed US Sectors Fund's SPDR SSGA US Large Cap Low Volatility Index ETF Holding Summary
As of 2023-06-30, Newfound Risk Managed US Sectors Fund held 6,159.00 shares of SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV), totaling $866,020.00. This investment constitutes 2.76% of their stock portfolio, and Newfound Risk Managed US Sectors Fund now holds 0.12% of the outstanding SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV) stock.
The initial trade took place in 2021Q1. And since then Newfound Risk Managed US Sectors Fund has made 3 purchases of LGLV, at an average price of $126.49, for a total of 15,114.00 shares. In addition, there have been 6 sales at an average price of $135.59 for 8,955.00 shares. Based on historical transaction data and LGLV's current price of $175.94, Newfound Risk Managed US Sectors Fund's estimated gain on his LGLV holdings is $386,033.19, reflecting a 20.19% gain to date.
Newfound Risk Managed US Sectors Fund LGLV ($175.94) Holding Chart
Newfound Risk Managed US Sectors Fund LGLV ($175.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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