Paulson Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-3,335
| Closed | -$260K | – | 91 |
|
2019
Q4 | $260K | Buy |
3,335
+119
| +4% | +$9.28K | 0.18% | 86 |
|
2019
Q3 | $227K | Sell |
3,216
-141
| -4% | -$9.95K | 0.17% | 96 |
|
2019
Q2 | $240K | Sell |
3,357
-550
| -14% | -$39.3K | 0.18% | 91 |
|
2019
Q1 | $271K | Buy |
3,907
+632
| +19% | +$43.8K | 0.21% | 95 |
|
2018
Q4 | $215K | Buy |
+3,275
| New | +$215K | 0.18% | 103 |
|