Summit Financial Wealth Advisors’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
2020 Q2	–	Sell	-3,762	Closed	-$237K	–	128
2020 Q1	$237K	Sell	3,762 -4,325	-53%	-$272K	0.07%	105
2019 Q4	$695K	Sell	8,087 -3,045	-27%	-$262K	0.17%	72
2019 Q3	$900K	Buy	+11,132	New	+$900K	0.22%	68