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 |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $445K | Sell |
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|
2019
Q3 | $453K | Sell |
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|
2019
Q2 | $546K | Sell |
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|
2019
Q1 | $748K | Sell |
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|
2018
Q4 | $840K | Sell |
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|
2018
Q3 | $1.38M | Sell |
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|
2018
Q2 | $1.76M | Sell |
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2018
Q1 | $2.5M | Sell |
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|
2017
Q4 | $4.33M | Sell |
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|
2017
Q3 | $5.53M | Buy |
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|
2017
Q2 | $5.12M | Buy |
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|
2017
Q1 | $4.36M | Buy |
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