SOA Wealth Advisors’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $87.1K | Buy |
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|
2025
Q2 | $83.5K | Buy |
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|
2025
Q1 | $81.5K | Sell |
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|
2024
Q4 | $102K | Sell |
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|
2024
Q3 | $166K | Buy |
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|
2024
Q2 | $146K | Buy |
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|
2024
Q1 | $148K | Hold |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $136K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $142K | Buy |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $25K | Hold |
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|
2021
Q3 | $23K | Hold |
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|
2021
Q2 | $23K | Buy |
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