Cascade Financial Partners’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
2,399
-1,024
| -30% | -$111K | 0.03% | 224 |
|
|
2025
Q1 | $374K | Sell |
3,423
-732
| -18% | -$80K | 0.05% | 178 |
|
|
2024
Q4 | $452K | Hold |
4,155
| – | – | 0.06% | 148 |
|
|
2024
Q3 | $464K | Hold |
4,155
| – | – | 0.06% | 150 |
|
|
2024
Q2 | $431K | Hold |
4,155
| – | – | 0.06% | 148 |
|
|
2024
Q1 | $432K | Buy |
+4,155
| New | +$432K | 0.06% | 144 |
|