WWM
Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
2,015
+1
| +0% | +$125 | 0.02% | 613 |
|
|
2025
Q1 | $248K | Buy |
2,014
+49
| +2% | +$6.02K | 0.02% | 581 |
|
|
2024
Q4 | $251K | Buy |
1,965
+100
| +5% | +$12.8K | 0.02% | 573 |
|
|
2024
Q3 | $232K | Buy |
+1,865
| New | +$232K | 0.01% | 675 |
|
|
2022
Q4 | – | Sell |
-3,030
| Closed | -$299K | – | 772 |
|
|
2022
Q3 | $299K | Hold |
3,030
| – | – | 0.02% | 632 |
|
|
2022
Q2 | $317K | Hold |
3,030
| – | – | 0.02% | 593 |
|
|
2022
Q1 | $346K | Buy |
+3,030
| New | +$346K | 0.02% | 626 |
|
|
2021
Q2 | $212K | Sell |
1,883
-125
| -6% | -$14.1K | 0.02% | 589 |
|
|
2021
Q1 | $224K | Buy |
+2,008
| New | +$224K | 0.03% | 475 |
|