BW
Bison Wealth’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 |
-3,382
| Closed | -$334K | – | 420 |
|
|
2023
Q3 | $334K | Sell |
3,382
-8,593
| -72% | -$850K | 0.06% | 286 |
|
|
2023
Q2 | $1.24M | Buy |
11,975
+1,063
| +10% | +$110K | 0.23% | 114 |
|
|
2023
Q1 | $1.07M | Buy |
10,912
+4,977
| +84% | +$486K | 0.33% | 85 |
|
|
2022
Q4 | $658K | Buy |
+5,935
| New | +$658K | 0.21% | 134 |
|