OWM
OneAscent Wealth Management’s Banco Bradesco BBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-39,000
| Closed | -$127K | – | 156 |
|
|
2022
Q2 | $127K | Buy |
39,000
+3,665
| +10% | +$11.9K | 0.06% | 175 |
|
|
2022
Q1 | $164K | Buy |
35,335
+8,906
| +34% | +$41.3K | 0.08% | 201 |
|
|
2021
Q4 | $90K | Buy |
+26,429
| New | +$90K | 0.22% | 84 |
|
|
2021
Q1 | $152K | Buy |
32,300
+4,085
| +14% | +$19.2K | 0.06% | 212 |
|
|
2020
Q4 | $148K | Buy |
+28,215
| New | +$148K | 0.07% | 197 |
|