Carson Wealth (CWM LLC)’s SPDR Russell 1000 Low Volatility ETF ONEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Sell |
165
-100
| -38% | -$12.7K | ﹤0.01% | 3877 |
|
|
2025
Q1 | $34K | Buy |
265
+19
| +8% | +$2.44K | ﹤0.01% | 3289 |
|
|
2024
Q4 | $31K | Sell |
246
-18
| -7% | -$2.27K | ﹤0.01% | 3150 |
|
|
2024
Q3 | $34K | Buy |
264
+1
| +0.4% | +$129 | ﹤0.01% | 2994 |
|
|
2024
Q2 | $31K | Sell |
263
-96
| -27% | -$11.3K | ﹤0.01% | 2817 |
|
|
2024
Q1 | $45K | Sell |
359
-27
| -7% | -$3.38K | ﹤0.01% | 2359 |
|
|
2023
Q4 | $44K | Buy |
386
+2
| +0.5% | +$228 | ﹤0.01% | 2247 |
|
|
2023
Q3 | $40K | Sell |
384
-39
| -9% | -$4.06K | ﹤0.01% | 2208 |
|
|
2023
Q2 | $46K | Sell |
423
-24
| -5% | -$2.61K | ﹤0.01% | 2056 |
|
|
2023
Q1 | $47K | Sell |
447
-63
| -12% | -$6.62K | ﹤0.01% | 1907 |
|
|
2022
Q4 | $53K | Sell |
510
-50
| -9% | -$5.2K | ﹤0.01% | 1696 |
|
|
2022
Q3 | $51K | Sell |
560
-403
| -42% | -$36.7K | ﹤0.01% | 1644 |
|
|
2022
Q2 | $94K | Sell |
963
-252
| -21% | -$24.6K | ﹤0.01% | 1336 |
|
|
2022
Q1 | $133K | Buy |
+1,215
| New | +$133K | ﹤0.01% | 1211 |
|