Carson Wealth (CWM LLC)’s SPDR SSGA 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
Q2 | – | Sell |
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|
2025
Q1 | $45K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $100K | Buy |
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|
2023
Q1 | $16K | Hold |
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|
2022
Q4 | $16K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $18K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $190K | Sell |
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|
2018
Q3 | $278K | Buy |
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|
2018
Q2 | $6K | Buy |
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