OWM
OneAscent Wealth Management’s InterContinental Hotels IHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,157
| Closed | -$401K | – | 228 |
|
|
2021
Q4 | $401K | Buy |
6,157
+332
| +6% | +$21.6K | 1% | 40 |
|
|
2021
Q3 | $374K | Buy |
+5,825
| New | +$374K | 0.43% | 53 |
|
|
2021
Q1 | $676K | Buy |
9,812
+478
| +5% | +$32.9K | 0.29% | 81 |
|
|
2020
Q4 | $608K | Buy |
+9,334
| New | +$608K | 0.28% | 80 |
|