Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-470
| Closed | -$35K | – | 681 |
|
|
2014
Q2 | $35K | Buy |
470
+140
| +42% | +$10.4K | 0.02% | 428 |
|
|
2014
Q1 | $24K | Buy |
330
+280
| +560% | +$20.4K | 0.01% | 465 |
|
|
2013
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 830 |
|
|
2013
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 906 |
|
|
2013
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 842 |
|