J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $291K | Buy |
2,939
+16
| +0.5% | +$1.58K | ﹤0.01% | 1493 |
|
|
2023
Q2 | $302K | Sell |
2,923
-240
| -8% | -$24.8K | ﹤0.01% | 1240 |
|
|
2023
Q1 | $333K | Buy |
3,163
+19
| +0.6% | +$2K | ﹤0.01% | 1638 |
|
|
2022
Q4 | $338K | Buy |
3,144
+274
| +10% | +$29.5K | ﹤0.01% | 1612 |
|
|
2022
Q3 | $283K | Buy |
2,870
+13
| +0.5% | +$1.28K | ﹤0.01% | 1674 |
|
|
2022
Q2 | $298K | Buy |
2,857
+305
| +12% | +$31.8K | ﹤0.01% | 1651 |
|
|
2022
Q1 | $291K | Buy |
+2,552
| New | +$291K | ﹤0.01% | 1755 |
|