Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,107
| Closed | -$604K | – | 1999 |
|
|
2023
Q3 | $604K | Sell |
6,107
-7,270
| -54% | -$719K | 0.01% | 1038 |
|
|
2023
Q2 | $1.38M | Buy |
13,377
+7,249
| +118% | +$749K | 0.02% | 711 |
|
|
2023
Q1 | $644K | Hold |
6,128
| – | – | 0.01% | 993 |
|
|
2022
Q4 | $660K | Hold |
6,128
| – | – | 0.01% | 944 |
|
|
2022
Q3 | $605K | Sell |
6,128
-204
| -3% | -$20.1K | 0.01% | 923 |
|
|
2022
Q2 | $660K | Buy |
6,332
+257
| +4% | +$26.8K | 0.01% | 831 |
|
|
2022
Q1 | $694K | Buy |
+6,075
| New | +$694K | 0.01% | 901 |
|