WP
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 |
|