Precedent Wealth Partners’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	$1.13M	Sell	10,395 -2,044	-16%	-$221K	0.28%	102
2025 Q1	$1.36M	Buy	12,439 +5,171	+71%	+$565K	0.38%	79
2024 Q4	$791K	Buy	7,268 +148	+2%	+$16.1K	0.26%	100
2024 Q3	$799K	Buy	7,120 +4,804	+207%	+$539K	0.26%	94
2024 Q2	$240K	Buy	+2,316	New	+$240K	0.1%	130