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Capital Planning Advisors’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Capital Planning Advisors’s Portfolio SMLV Stock Details SMLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,019
Closed -$302K – 124
2019
Q4 		$302K Buy
3,019
+122
+4% +$12.2K 0.08% 105
2019
Q3 		$275K Buy
+2,897
New +$275K 0.08% 105