JWWM
Johnson & White Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
13,361
+425
| +3% | +$53.2K | 0.84% | 31 |
|
|
2025
Q1 | $1.59M | Sell |
12,936
-311
| -2% | -$38.2K | 0.89% | 30 |
|
|
2024
Q4 | $1.67M | Buy |
13,247
+145
| +1% | +$18.3K | 1.01% | 28 |
|
|
2024
Q3 | $1.63M | Sell |
13,102
-250
| -2% | -$31.1K | 1.4% | 18 |
|
|
2024
Q2 | $1.47M | Sell |
13,352
-3,385
| -20% | -$372K | 1.4% | 19 |
|
|
2024
Q1 | $1.88M | Sell |
16,737
-892
| -5% | -$99.9K | 1.36% | 21 |
|
|
2023
Q4 | $1.98M | Sell |
17,629
-705
| -4% | -$79.3K | 1.64% | 17 |
|
|
2023
Q3 | $1.81M | Sell |
18,334
-1,162
| -6% | -$115K | 1.64% | 18 |
|
|
2023
Q2 | $2.01M | Buy |
19,496
+371
| +2% | +$38.3K | 2.76% | 13 |
|
|
2023
Q1 | $2.01M | Buy |
19,125
+16,849
| +740% | +$1.77M | 1.79% | 16 |
|
|
2022
Q4 | $435K | Sell |
2,276
-18,501
| -89% | -$3.54M | 0.44% | 56 |
|
|
2022
Q3 | $2.05M | Buy |
+20,777
| New | +$2.05M | 2.31% | 13 |
|