OWM
OneAscent Wealth Management’s Check Point Software Technologies CHKP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,767
| Closed | -$323K | – | 218 |
|
|
2021
Q4 | $323K | Buy |
2,767
+174
| +7% | +$20.3K | 0.81% | 51 |
|
|
2021
Q3 | $293K | Buy |
+2,593
| New | +$293K | 0.33% | 67 |
|
|
2021
Q1 | $513K | Buy |
4,579
+807
| +21% | +$90.4K | 0.22% | 112 |
|
|
2020
Q4 | $501K | Buy |
+3,772
| New | +$501K | 0.23% | 104 |
|