Appleton Partners’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$229K Sell
2019
Q4
$445K Sell
2019
Q3
$453K Sell
2019
Q2
$546K Sell
2019
Q1
$748K Sell
2018
Q4
$840K Sell
2018
Q3
$1.38M Sell
2018
Q2
$1.76M Sell
2018
Q1
$2.5M Sell
2017
Q4
$4.33M Sell
2017
Q3
$5.53M Buy
2017
Q2
$5.12M Buy
2017
Q1
$4.36M Buy