NWA
Navis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Buy |
6,050
+40
| +0.7% | +$5.01K | 0.64% | 34 |
|
|
2025
Q1 | $738K | Buy |
6,010
+41
| +0.7% | +$5.04K | 0.73% | 31 |
|
|
2024
Q4 | $762K | Buy |
5,969
+49
| +0.8% | +$6.25K | 0.83% | 26 |
|
|
2024
Q3 | $735K | Buy |
5,920
+42
| +0.7% | +$5.22K | 0.8% | 27 |
|
|
2024
Q2 | $647K | Buy |
5,878
+49
| +0.8% | +$5.39K | 0.74% | 30 |
|
|
2024
Q1 | $653K | Buy |
5,829
+30
| +0.5% | +$3.36K | 0.78% | 30 |
|
|
2023
Q4 | $653K | Buy |
+5,799
| New | +$653K | 0.85% | 22 |
|