SAG
SageView Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,267
| Closed | -$249K | – | 568 |
|
|
2024
Q2 | $249K | Buy |
+2,267
| New | +$249K | 0.01% | 487 |
|
|
2024
Q1 | – | Sell |
-2,515
| Closed | -$279K | – | 792 |
|
|
2023
Q4 | $279K | Buy |
+2,515
| New | +$279K | 0.01% | 532 |
|
|
2023
Q3 | – | Sell |
-1,978
| Closed | -$204K | – | 548 |
|
|
2023
Q2 | $204K | Sell |
1,978
-690
| -26% | -$71.3K | 0.01% | 529 |
|
|
2023
Q1 | $280K | Sell |
2,668
-1,667
| -38% | -$175K | 0.02% | 397 |
|
|
2022
Q4 | $467K | Buy |
+4,335
| New | +$467K | 0.04% | 248 |
|