OWM

OneAscent Wealth Management’s HubSpot HUBS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-559	Closed	-$265K	–	202
2022 Q1	$265K	Buy	+559	New	+$265K	0.13%	155
2021 Q1	$536K	Buy	1,181 +31	+3%	+$14.1K	0.23%	110
2020 Q4	$456K	Buy	+1,150	New	+$456K	0.21%	113