GFWA
Grey Fox Wealth Advisors’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,619
| Closed | -$201K | – | 130 |
|
|
2024
Q3 | $201K | Buy |
+1,619
| New | +$201K | 0.06% | 122 |
|
|
2024
Q2 | – | Sell |
-1,825
| Closed | -$204K | – | 130 |
|
|
2024
Q1 | $204K | Buy |
1,825
+37
| +2% | +$4.15K | 0.08% | 122 |
|
|
2023
Q4 | $201K | Sell |
1,788
-7,949
| -82% | -$895K | 0.09% | 105 |
|
|
2023
Q3 | $963K | Sell |
9,737
-20,448
| -68% | -$2.02M | 0.48% | 44 |
|
|
2023
Q2 | $3.12M | Buy |
30,185
+3,975
| +15% | +$411K | 1.6% | 20 |
|
|
2023
Q1 | $2.76M | Sell |
26,210
-1,026
| -4% | -$108K | 1.63% | 17 |
|
|
2022
Q4 | $2.93M | Buy |
+27,236
| New | +$2.93M | 1.94% | 14 |
|