Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-109
| Closed | -$12K | – | 3088 |
|
|
2021
Q1 | $12K | Buy |
+109
| New | +$12K | ﹤0.01% | 2308 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$7K | – | 2986 |
|
|
2020
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 2086 |
|
|
2020
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 2056 |
|
|
2020
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1997 |
|
|
2019
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 1985 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1935 |
|
|
2019
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 1946 |
|
|
2019
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 1876 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 1853 |
|
|
2018
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1887 |
|
|
2018
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 1766 |
|
|
2018
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 1731 |
|
|
2017
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 1680 |
|