AWM
Aspire Wealth Management’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-77
| Closed | -$8.69K | – | 195 |
|
|
2023
Q4 | $8.69K | Hold |
77
| – | – | 0.01% | 159 |
|
|
2023
Q3 | $7.64K | Hold |
77
| – | – | 0.01% | 159 |
|
|
2023
Q2 | $7.98K | Sell |
77
-8,209
| -99% | -$851K | 0.01% | 166 |
|
|
2023
Q1 | $871K | Buy |
8,286
+776
| +10% | +$81.6K | 0.71% | 34 |
|
|
2022
Q4 | $808K | Buy |
7,510
+3,479
| +86% | +$375K | 0.7% | 32 |
|
|
2022
Q3 | $398K | Buy |
4,031
+278
| +7% | +$27.4K | 0.38% | 47 |
|
|
2022
Q2 | $391K | Sell |
3,753
-1,065
| -22% | -$111K | 0.36% | 50 |
|
|
2022
Q1 | $550K | Sell |
4,818
-4,596
| -49% | -$525K | 0.44% | 44 |
|
|
2021
Q4 | $1.13M | Buy |
+9,414
| New | +$1.13M | 0.91% | 25 |
|