EverSource Wealth Advisors’s OneAscent Large Cap Core ETF OALC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325 | Sell |
10
-1,384
| -99% | -$45K | ﹤0.01% | 3978 |
|
|
2025
Q1 | $39.8K | Buy |
+1,394
| New | +$39.8K | ﹤0.01% | 1344 |
|
|
2024
Q1 | – | Sell |
-583
| Closed | -$14.5K | – | 2965 |
|
|
2023
Q4 | $14.5K | Buy |
+583
| New | +$14.5K | ﹤0.01% | 1396 |
|
|
2023
Q2 | – | Sell |
-1,022
| Closed | -$22.6K | – | 2577 |
|
|
2023
Q1 | $22.6K | Buy |
+1,022
| New | +$22.6K | ﹤0.01% | 1039 |
|