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LWM Advisory Services’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

LWM Advisory Services’s Portfolio ONEY Stock Details ONEY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,656
Closed -$533K – 82
2023
Q1 		$533K Sell
5,656
-96
-2% -$9.05K 0.57% 35
2022
Q4 		$539K Buy
5,752
+28
+0.5% +$2.62K 0.6% 35
2022
Q3 		$477K Buy
+5,724
New +$477K 0.54% 57