Glass Jacobson Investment Advisors’s SPDR Russell 1000 Low Volatility ETF ONEV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.4K | Sell |
213
-255
| -54% | -$32.9K | 0.01% | 353 |
|
2025
Q1 | $58.7K | Hold |
468
| – | – | 0.02% | 353 |
|
2024
Q4 | $58.7K | Buy |
468
+14
| +3% | +$1.76K | 0.02% | 353 |
|
2024
Q3 | $59K | Sell |
454
-258
| -36% | -$33.5K | 0.02% | 341 |
|
2024
Q2 | $84.2K | Sell |
712
-16
| -2% | -$1.89K | 0.03% | 292 |
|
2024
Q1 | $90.4K | Buy |
728
+196
| +37% | +$24.3K | 0.03% | 287 |
|
2023
Q4 | $60.9K | Buy |
+532
| New | +$60.9K | 0.02% | 315 |
|