Glass Jacobson Investment Advisors’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 | $131K | Buy |
1,207
+19
| +2% | +$2.06K | 0.05% | 207 |
|
|
2025
Q1 | $129K | Hold |
1,188
| – | – | 0.04% | 268 |
|
|
2024
Q4 | $129K | Sell |
1,188
-86
| -7% | -$9.36K | 0.04% | 268 |
|
|
2024
Q3 | $143K | Sell |
1,274
-2
| -0.2% | -$224 | 0.05% | 249 |
|
|
2024
Q2 | $132K | Buy |
1,276
+11
| +0.9% | +$1.14K | 0.05% | 242 |
|
|
2024
Q1 | $137K | Buy |
+1,265
| New | +$137K | 0.05% | 243 |
|