Bogart Wealth LLC’s State Street SPDR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.6K | Hold |
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|
2025
Q2 | $9.26K | Hold |
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2025
Q1 | $9.1K | Hold |
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|
2024
Q4 | $9.45K | Hold |
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|
2024
Q3 | $9.2K | Sell |
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|
2024
Q2 | $10.8K | Hold |
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|
2024
Q1 | $11K | Hold |
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|
2023
Q4 | $11K | Hold |
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|
2023
Q3 | $9.69K | Hold |
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|
2023
Q2 | $10.1K | Hold |
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|
2023
Q1 | $10.3K | Hold |
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|
2022
Q4 | $10.6K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Sell |
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|
2020
Q4 | $12K | Buy |
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|
2020
Q3 | $10K | Buy |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $8K | Sell |
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|
2019
Q4 | $33K | Hold |
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|
2019
Q3 | $32K | Buy |
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|
2019
Q2 | $10K | Buy |
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