Fermata Advisors’s SPDR Russell 1000 Low Volatility ETF ONEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Buy |
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|
2025
Q2 | $397K | Buy |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $386K | Buy |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $975K | Buy |
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|
2021
Q3 | $495K | Buy |
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