United Capital Financial Advisors’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $217K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $205K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $409K | Hold |
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|
2019
Q3 | $380K | Hold |
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|
2019
Q2 | $379K | Sell |
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|
2019
Q1 | $381K | Sell |
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|
2018
Q4 | $415K | Sell |
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|
2018
Q3 | $805K | Sell |
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|
2018
Q2 | $797K | Sell |
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|
2018
Q1 | $817K | Sell |
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|
2017
Q4 | $892K | Sell |
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|
2017
Q3 | $987K | Buy |
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|
2017
Q2 | $957K | Sell |
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|
2017
Q1 | $1.08M | Sell |
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|
2016
Q4 | $1.07M | Sell |
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|
2016
Q3 | $1.19M | Buy |
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|
2016
Q2 | $996K | Buy |
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|
2016
Q1 | $935K | Buy |
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