BFS
Bickling Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $491K | Buy |
4,557
+38
| +0.8% | +$4.09K | 0.31% | 60 |
|
2022
Q3 | $447K | Buy |
4,519
+24
| +0.5% | +$2.37K | 0.3% | 64 |
|
2022
Q2 | $469K | Sell |
4,495
-75
| -2% | -$7.83K | 0.3% | 63 |
|
2022
Q1 | $522K | Buy |
4,570
+18
| +0.4% | +$2.06K | 0.27% | 71 |
|
2021
Q4 | $544K | Buy |
4,552
+32
| +0.7% | +$3.82K | 0.26% | 68 |
|
2021
Q3 | $507K | Buy |
4,520
+24
| +0.5% | +$2.69K | 0.26% | 68 |
|
2021
Q2 | $506K | Buy |
4,496
+28
| +0.6% | +$3.15K | 0.23% | 70 |
|
2021
Q1 | $498K | Sell |
4,468
-383
| -8% | -$42.7K | 0.25% | 70 |
|
2020
Q4 | $464K | Buy |
+4,851
| New | +$464K | 0.29% | 58 |
|