CIA
Concurrent Investment Advisors’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 | $200K | Sell |
1,851
-1,305
| -41% | -$141K | ﹤0.01% | 1260 |
|
|
2025
Q1 | $345K | Hold |
3,156
| – | – | 0.01% | 860 |
|
|
2024
Q4 | $344K | Sell |
3,156
-777
| -20% | -$84.6K | 0.01% | 769 |
|
|
2024
Q3 | $441K | Sell |
3,933
-869
| -18% | -$97.5K | 0.01% | 649 |
|
|
2024
Q2 | $498K | Sell |
4,802
-543
| -10% | -$56.3K | 0.02% | 579 |
|
|
2024
Q1 | $581K | Sell |
5,345
-39,140
| -88% | -$4.25M | 0.02% | 501 |
|
|
2023
Q4 | $4.48M | Buy |
+44,485
| New | +$4.48M | 0.21% | 109 |
|