OFS
OneAscent Financial Services’s Inspire Tactical Balanced ETF RISN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,950
| Closed | -$298K | – | 400 |
|
|
2023
Q4 | $298K | Buy |
+11,950
| New | +$298K | 0.04% | 269 |
|
|
2022
Q4 | – | Sell |
-10,790
| Closed | -$250K | – | 229 |
|
|
2022
Q3 | $250K | Buy |
10,790
+1,670
| +18% | +$38.7K | 0.1% | 153 |
|
|
2022
Q2 | $219K | Buy |
+9,120
| New | +$219K | 0.1% | 196 |
|