OWM
OneAscent Wealth Management’s Infosys INFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-38,338
| Closed | -$710K | – | 171 |
|
|
2022
Q2 | $710K | Buy |
38,338
+1,448
| +4% | +$26.8K | 0.36% | 24 |
|
|
2022
Q1 | $918K | Buy |
36,890
+7,105
| +24% | +$177K | 0.46% | 27 |
|
|
2021
Q4 | $754K | Buy |
+29,785
| New | +$754K | 1.88% | 9 |
|
|
2021
Q1 | $870K | Sell |
46,452
-1,450
| -3% | -$27.2K | 0.37% | 60 |
|
|
2020
Q4 | $812K | Buy |
+47,902
| New | +$812K | 0.37% | 59 |
|