Marshall Financial Group (Maryland)’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $929K | Sell |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $950K | Buy |
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|
2022
Q4 | $958K | Buy |
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|
2022
Q3 | $778K | Sell |
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|
2022
Q2 | $824K | Buy |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $907K | Buy |
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|
2021
Q3 | $835K | Buy |
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|
2021
Q2 | $803K | Buy |
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|
2021
Q1 | $762K | Buy |
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|
2020
Q4 | $648K | Buy |
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