West Coast Financial’s SPDR SSGA US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,290
Closed -$229K 108
2019
Q4
$229K Buy
2,290
+105
+5% +$10.5K 0.05% 103
2019
Q3
$208K Sell
2,185
-555
-20% -$52.8K 0.05% 108
2019
Q2
$255K Hold
2,740
0.06% 99
2019
Q1
$251K Buy
+2,740
New +$251K 0.06% 107