EverSource Wealth Advisors’s OneAscent Emerging Markets ETF OAEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.6K | Buy |
822
+125
| +18% | +$4.05K | ﹤0.01% | 2065 |
|
2025
Q1 | $20K | Buy |
697
+264
| +61% | +$7.58K | ﹤0.01% | 1687 |
|
2024
Q4 | $12.6K | Buy |
+433
| New | +$12.6K | ﹤0.01% | 1878 |
|
2023
Q2 | – | Sell |
-1,140
| Closed | -$32.5K | – | 2575 |
|
2023
Q1 | $32.5K | Buy |
+1,140
| New | +$32.5K | ﹤0.01% | 938 |
|