OWM
OneAscent Wealth Management’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,575
| Closed | -$207K | – | 174 |
|
|
2022
Q2 | $207K | Buy |
5,575
+154
| +3% | +$5.72K | 0.11% | 161 |
|
|
2022
Q1 | $265K | Buy |
+5,421
| New | +$265K | 0.13% | 156 |
|
|
2021
Q1 | $299K | Buy |
6,039
+90
| +2% | +$4.46K | 0.13% | 166 |
|
|
2020
Q4 | $236K | Buy |
+5,949
| New | +$236K | 0.11% | 178 |
|