OneAscent Financial Services’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,717
| Closed | -$128K | – | 144 |
|
|
2020
Q3 | $128K | Buy |
11,717
+780
| +7% | +$8.52K | 0.07% | 179 |
|
|
2020
Q2 | $102K | Buy |
10,937
+174
| +2% | +$1.62K | 0.07% | 167 |
|
|
2020
Q1 | $87K | Sell |
10,763
-569
| -5% | -$4.6K | 0.07% | 148 |
|
|
2019
Q4 | $99K | Buy |
+11,332
| New | +$99K | 0.05% | 171 |
|
|
2019
Q3 | – | Sell |
-24,083
| Closed | -$229K | – | 73 |
|
|
2019
Q2 | $229K | Buy |
+24,083
| New | +$229K | 0.16% | 160 |
|