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WealthShield Partners’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
2023
Q3
Sell
-50
Closed -$5.17K 502
2023
Q2
$5.17K Sell
50
-150
-75% -$15.5K ﹤0.01% 463
2023
Q1
$21K Buy
+200
New +$21K ﹤0.01% 412
2021
Q3
Sell
-200
Closed -$23K 659
2021
Q2
$23K Hold
200
﹤0.01% 633
2021
Q1
$22K Buy
+200
New +$22K ﹤0.01% 646
2020
Q4
Sell
-200
Closed -$15K 397
2020
Q3
$15K Hold
200
0.01% 340
2020
Q2
$15K Sell
200
-25
-11% -$1.88K 0.01% 285
2020
Q1
$15K Hold
225
0.01% 216
2019
Q4
$23K Hold
225
0.01% 231
2019
Q3
$21K Buy
+225
New +$21K 0.01% 220
2019
Q2
Sell
-225
Closed -$21K 275
2019
Q1
$21K Sell
225
-35
-13% -$3.27K 0.01% 216
2018
Q4
$22K Hold
260
0.02% 185
2018
Q3
$25K Hold
260
0.01% 184
2018
Q2
$25K Hold
260
0.02% 177
2018
Q1
$23K Buy
+260
New +$23K 0.01% 174