OWM
OneAscent Wealth Management’s BRF SA BRFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,899
| Closed | -$57K | – | 214 |
|
|
2021
Q4 | $57K | Buy |
13,899
+1,159
| +9% | +$4.75K | 0.14% | 87 |
|
|
2021
Q3 | $64K | Buy |
+12,740
| New | +$64K | 0.07% | 103 |
|
|
2021
Q1 | $53K | Buy |
11,708
+1,583
| +16% | +$7.17K | 0.02% | 218 |
|
|
2020
Q4 | $43K | Buy |
+10,125
| New | +$43K | 0.02% | 202 |
|