Axxcess Wealth Management’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,845
| Closed | -$1.29M | – | 913 |
|
|
2025
Q1 | $1.29M | Buy |
11,845
+652
| +6% | +$71.2K | 0.03% | 334 |
|
|
2024
Q4 | $1.22M | Buy |
11,193
+936
| +9% | +$102K | 0.03% | 371 |
|
|
2024
Q3 | $1.15M | Buy |
10,257
+582
| +6% | +$65.3K | 0.03% | 366 |
|
|
2024
Q2 | $1M | Buy |
9,675
+908
| +10% | +$94.2K | 0.03% | 373 |
|
|
2024
Q1 | $953K | Buy |
8,767
+808
| +10% | +$87.8K | 0.03% | 381 |
|
|
2023
Q4 | $802K | Buy |
7,959
+518
| +7% | +$52.2K | 0.02% | 401 |
|
|
2023
Q3 | $680K | Buy |
+7,441
| New | +$680K | 0.02% | 396 |
|