Worth Financial Advisory Group’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
2023
Q4
Sell
-2,314
Closed -$229K 133
2023
Q3
$229K Hold
2,314
0.21% 111
2023
Q2
$239K Hold
2,314
0.22% 105
2023
Q1
$243K Buy
2,314
+145
+7% +$15.2K 0.23% 102
2022
Q4
$233K Buy
+2,169
New +$233K 0.27% 95