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OneAscent Wealth Management’s Compass COMP Stock Holding History

OneAscent Wealth Management’s Portfolio COMP Stock Details COMP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20,812
Closed -$164K – 195
2022
Q1 		$164K Buy
20,812
+2,990
+17% +$23.6K 0.08% 202
2021
Q4 		$162K Buy
+17,822
New +$162K 0.4% 79