Boyce & Associates Wealth Consulting’s SPDR Russell 1000 Momentum Focus ETF ONEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
2,268
+83
| +4% | +$10.2K | 0.26% | 58 |
|
|
2025
Q1 | $252K | Sell |
2,185
-129
| -6% | -$14.9K | 0.25% | 59 |
|
|
2024
Q4 | $274K | Buy |
2,314
+6
| +0.3% | +$712 | 0.28% | 57 |
|
|
2024
Q3 | $274K | Buy |
2,308
+5
| +0.2% | +$594 | 0.29% | 56 |
|
|
2024
Q2 | $254K | Buy |
2,303
+5
| +0.2% | +$552 | 0.3% | 59 |
|
|
2024
Q1 | $265K | Buy |
2,298
+4
| +0.2% | +$462 | 0.34% | 50 |
|
|
2023
Q4 | $240K | Buy |
2,294
+6
| +0.3% | +$627 | 0.35% | 46 |
|
|
2023
Q3 | $215K | Sell |
2,288
-1
| -0% | -$94 | 0.36% | 43 |
|
|
2023
Q2 | $224K | Buy |
2,289
+8
| +0.4% | +$785 | 0.38% | 41 |
|
|
2023
Q1 | $212K | Sell |
2,281
-76
| -3% | -$7.06K | 0.38% | 45 |
|
|
2022
Q4 | $217K | Buy |
+2,357
| New | +$217K | 0.41% | 41 |
|
|
2022
Q2 | – | Sell |
-2,285
| Closed | -$229K | – | 53 |
|
|
2022
Q1 | $229K | Buy |
+2,285
| New | +$229K | 0.34% | 47 |
|