B. Riley Wealth Advisors’s SPDR Russell 1000 Low Volatility ETF ONEV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $489K | Buy |
+3,789
| New | +$489K | 0.02% | 519 |
|
2024
Q4 | $846K | Sell |
6,741
-2,531
| -27% | -$318K | 0.03% | 510 |
|
2024
Q3 | $1.19M | Buy |
9,272
+524
| +6% | +$67.4K | 0.03% | 447 |
|
2024
Q2 | $1.03M | Buy |
8,748
+6,115
| +232% | +$723K | 0.03% | 528 |
|
2024
Q1 | $276K | Sell |
2,633
-133
| -5% | -$13.9K | 0.01% | 1084 |
|
2023
Q4 | $317K | Buy |
2,766
+133
| +5% | +$15.2K | 0.01% | 1026 |
|
2023
Q3 | $276K | Buy |
2,633
+616
| +31% | +$64.6K | 0.01% | 1084 |
|
2023
Q2 | $219K | Buy |
+2,017
| New | +$219K | ﹤0.01% | 1302 |
|