Marshall Financial Group (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,140
| Closed | -$1.03M | – | 180 |
|
|
2023
Q4 | $1.03M | Sell |
9,140
-251
| -3% | -$28.2K | 0.33% | 77 |
|
|
2023
Q3 | $929K | Sell |
9,391
-314
| -3% | -$31.1K | 0.33% | 72 |
|
|
2023
Q2 | $1M | Buy |
9,705
+672
| +7% | +$69.4K | 0.34% | 70 |
|
|
2023
Q1 | $950K | Buy |
9,033
+134
| +2% | +$14.1K | 0.34% | 76 |
|
|
2022
Q4 | $958K | Buy |
8,899
+1,017
| +13% | +$109K | 0.37% | 98 |
|
|
2022
Q3 | $778K | Sell |
7,882
-16
| -0.2% | -$1.58K | 0.33% | 98 |
|
|
2022
Q2 | $824K | Buy |
7,898
+215
| +3% | +$22.4K | 0.33% | 99 |
|
|
2022
Q1 | $877K | Buy |
7,683
+92
| +1% | +$10.5K | 0.36% | 99 |
|
|
2021
Q4 | $907K | Buy |
7,591
+150
| +2% | +$17.9K | 0.33% | 111 |
|
|
2021
Q3 | $835K | Buy |
7,441
+309
| +4% | +$34.7K | 0.43% | 76 |
|
|
2021
Q2 | $803K | Buy |
7,132
+296
| +4% | +$33.3K | 0.43% | 74 |
|
|
2021
Q1 | $762K | Buy |
6,836
+61
| +0.9% | +$6.8K | 0.46% | 76 |
|
|
2020
Q4 | $648K | Buy |
+6,775
| New | +$648K | 0.42% | 79 |
|