Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$285K | – | 490 |
|
|
2022
Q1 | $285K | Hold |
2,500
| – | – | 0.06% | 348 |
|
|
2021
Q4 | $299K | Hold |
2,500
| – | – | 0.06% | 323 |
|
|
2021
Q3 | $280K | Hold |
2,500
| – | – | 0.06% | 307 |
|
|
2021
Q2 | $281K | Hold |
2,500
| – | – | 0.06% | 307 |
|
|
2021
Q1 | $279K | Hold |
2,500
| – | – | 0.06% | 282 |
|
|
2020
Q4 | $239K | Buy |
+2,500
| New | +$239K | 0.06% | 308 |
|
|
2020
Q2 | – | Sell |
-5,300
| Closed | -$350K | – | 350 |
|
|
2020
Q1 | $350K | Sell |
5,300
-610
| -10% | -$40.3K | 0.13% | 151 |
|
|
2019
Q4 | $591K | Sell |
5,910
-323
| -5% | -$32.3K | 0.17% | 127 |
|
|
2019
Q3 | $593K | Buy |
+6,233
| New | +$593K | 0.24% | 106 |
|