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OneAscent Wealth Management’s Dow Inc DOW Stock Holding History

OneAscent Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,966
Closed -$327K – 129
2023
Q1 		$327K Sell
5,966
-52
-0.9% -$2.93K 0.13% 112
2022
Q4 		$303K Buy
6,018
+15
+0.2% +$733 0.14% 107
2022
Q3 		$264K Buy
6,003
+421
+8% +$21.3K 0.14% 100
2022
Q2 		$288K Buy
5,582
+1,995
+56% +$128K 0.15% 122
2022
Q1 		$229K Sell
3,587
-174
-5% -$10.5K 0.11% 179
2021
Q4 		$213K Buy
+3,761
New +$214K 0.53% 76
2021
Q1 		$635K Sell
9,938
-9,100
-48% -$545K 0.27% 92
2020
Q4 		$1.06M Buy
+19,038
New +$983K 0.48% 34

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JP Morgan Chase
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Capital World Investors
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Geode Capital Management
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Dimensional Fund Advisors
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Northern Trust
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