Marshall Financial Group (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,782
| Closed | -$1.24M | – | 186 |
|
|
2023
Q3 | $1.24M | Sell |
11,782
-460
| -4% | -$48.2K | 0.45% | 58 |
|
|
2023
Q2 | $1.33M | Buy |
12,242
+499
| +4% | +$54.2K | 0.45% | 57 |
|
|
2023
Q1 | $1.24M | Buy |
11,743
+100
| +0.9% | +$10.6K | 0.44% | 56 |
|
|
2022
Q4 | $1.2M | Buy |
11,643
+3,271
| +39% | +$337K | 0.47% | 67 |
|
|
2022
Q3 | $770K | Buy |
8,372
+281
| +3% | +$25.8K | 0.33% | 101 |
|
|
2022
Q2 | $793K | Buy |
8,091
+749
| +10% | +$73.4K | 0.32% | 106 |
|
|
2022
Q1 | $806K | Buy |
7,342
+516
| +8% | +$56.6K | 0.33% | 109 |
|
|
2021
Q4 | $779K | Buy |
+6,826
| New | +$779K | 0.29% | 127 |
|