WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$109K | – | 872 |
|
|
2023
Q2 | $109K | Hold |
1,000
| – | – | 0.02% | 387 |
|
|
2023
Q1 | $106K | Buy |
+1,000
| New | +$106K | 0.01% | 414 |
|
|
2021
Q1 | – | Sell |
-4,247
| Closed | -$390K | – | 339 |
|
|
2020
Q4 | $390K | Hold |
4,247
| – | – | 0.03% | 240 |
|
|
2020
Q3 | $359K | Hold |
4,247
| – | – | 0.04% | 229 |
|
|
2020
Q2 | $339K | Sell |
4,247
-719
| -14% | -$57.4K | 0.04% | 221 |
|
|
2020
Q1 | $328K | Buy |
+4,966
| New | +$328K | 0.04% | 189 |
|