Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,744
| Closed | -$309K | – | 785 |
|
|
2023
Q4 | $309K | Sell |
2,744
-160
| -6% | -$18K | 0.02% | 546 |
|
|
2023
Q3 | $287K | Buy |
2,904
+52
| +2% | +$5.14K | 0.02% | 534 |
|
|
2023
Q2 | $295K | Sell |
2,852
-69
| -2% | -$7.13K | 0.02% | 525 |
|
|
2023
Q1 | $307K | Buy |
2,921
+332
| +13% | +$34.9K | 0.02% | 541 |
|
|
2022
Q4 | $279K | Buy |
2,589
+44
| +2% | +$4.74K | 0.02% | 574 |
|
|
2022
Q3 | $251K | Buy |
+2,545
| New | +$251K | 0.02% | 593 |
|