Bogart Wealth LLC’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.26K | Hold |
74
| – | – | ﹤0.01% | 805 |
|
|
2025
Q1 | $9.1K | Hold |
74
| – | – | ﹤0.01% | 769 |
|
|
2024
Q4 | $9.45K | Hold |
74
| – | – | ﹤0.01% | 746 |
|
|
2024
Q3 | $9.2K | Sell |
74
-24
| -24% | -$2.98K | ﹤0.01% | 712 |
|
|
2024
Q2 | $10.8K | Hold |
98
| – | – | ﹤0.01% | 649 |
|
|
2024
Q1 | $11K | Hold |
98
| – | – | ﹤0.01% | 629 |
|
|
2023
Q4 | $11K | Hold |
98
| – | – | ﹤0.01% | 604 |
|
|
2023
Q3 | $9.69K | Hold |
98
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $10.1K | Hold |
98
| – | – | ﹤0.01% | 580 |
|
|
2023
Q1 | $10.3K | Hold |
98
| – | – | ﹤0.01% | 590 |
|
|
2022
Q4 | $10.6K | Hold |
98
| – | – | ﹤0.01% | 532 |
|
|
2022
Q3 | $10K | Hold |
98
| – | – | ﹤0.01% | 546 |
|
|
2022
Q2 | $10K | Hold |
98
| – | – | ﹤0.01% | 545 |
|
|
2022
Q1 | $11K | Hold |
98
| – | – | ﹤0.01% | 485 |
|
|
2021
Q4 | $12K | Hold |
98
| – | – | ﹤0.01% | 459 |
|
|
2021
Q3 | $11K | Hold |
98
| – | – | ﹤0.01% | 454 |
|
|
2021
Q2 | $11K | Hold |
98
| – | – | ﹤0.01% | 440 |
|
|
2021
Q1 | $11K | Sell |
98
-35
| -26% | -$3.93K | ﹤0.01% | 409 |
|
|
2020
Q4 | $12K | Buy |
133
+1
| +0.8% | +$90 | ﹤0.01% | 304 |
|
|
2020
Q3 | $10K | Buy |
132
+4
| +3% | +$303 | ﹤0.01% | 302 |
|
|
2020
Q2 | $10K | Hold |
128
| – | – | ﹤0.01% | 292 |
|
|
2020
Q1 | $8K | Sell |
128
-204
| -61% | -$12.8K | ﹤0.01% | 294 |
|
|
2019
Q4 | $33K | Hold |
332
| – | – | 0.01% | 202 |
|
|
2019
Q3 | $32K | Buy |
332
+220
| +196% | +$21.2K | 0.02% | 186 |
|
|
2019
Q2 | $10K | Buy |
+112
| New | +$10K | 0.01% | 243 |
|