OWM
OneAscent Wealth Management’s AerCap AER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,796
| Closed | -$314K | – | 212 |
|
|
2021
Q4 | $314K | Buy |
4,796
+218
| +5% | +$14.3K | 0.78% | 53 |
|
|
2021
Q3 | $265K | Buy |
+4,578
| New | +$265K | 0.3% | 77 |
|
|
2021
Q1 | $469K | Sell |
7,990
-2,533
| -24% | -$149K | 0.2% | 123 |
|
|
2020
Q4 | $480K | Buy |
+10,523
| New | +$480K | 0.22% | 108 |
|