Avantax Advisory Services’s OneAscent International Equity ETF OAIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
8,871
-229
| -3% | -$8.75K | ﹤0.01% | 1824 |
|
|
2025
Q1 | $304K | Buy |
9,100
+739
| +9% | +$24.7K | ﹤0.01% | 1819 |
|
|
2024
Q4 | $269K | Sell |
8,361
-200
| -2% | -$6.42K | ﹤0.01% | 1857 |
|
|
2024
Q3 | $295K | Buy |
8,561
+592
| +7% | +$20.4K | ﹤0.01% | 1762 |
|
|
2024
Q2 | $257K | Buy |
7,969
+840
| +12% | +$27.1K | ﹤0.01% | 1801 |
|
|
2024
Q1 | $229K | Buy |
+7,129
| New | +$229K | ﹤0.01% | 1463 |
|