SWA
SOA Wealth Advisors’s SPDR Russell 1000 Low Volatility ETF ONEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Sell |
7,735
-466
| -6% | -$60.2K | 0.19% | 79 |
|
|
2025
Q1 | $1.04M | Buy |
8,201
+368
| +5% | +$46.7K | 0.22% | 70 |
|
|
2024
Q4 | $983K | Buy |
7,833
+895
| +13% | +$112K | 0.18% | 73 |
|
|
2024
Q3 | $900K | Sell |
6,938
-44
| -0.6% | -$5.71K | 0.17% | 76 |
|
|
2024
Q2 | $825K | Sell |
6,982
-1,186
| -15% | -$140K | 0.17% | 79 |
|
|
2024
Q1 | $1.01M | Buy |
8,168
+481
| +6% | +$59.7K | 0.21% | 68 |
|
|
2023
Q4 | $880K | Buy |
7,687
+2,862
| +59% | +$327K | 0.2% | 69 |
|
|
2023
Q3 | $506K | Buy |
4,825
+177
| +4% | +$18.6K | 0.13% | 92 |
|
|
2023
Q2 | $505K | Buy |
4,648
+1,932
| +71% | +$210K | 0.12% | 97 |
|
|
2023
Q1 | $287K | Buy |
2,716
+1,210
| +80% | +$128K | 0.07% | 128 |
|
|
2022
Q4 | $155K | Buy |
+1,506
| New | +$155K | 0.04% | 174 |
|