OWM

OneAscent Wealth Management’s Medtronic MDT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,168	Closed	-$272K	–	107
2021 Q3	$272K	Buy	+2,168	New	+$272K	0.31%	73
2021 Q1	$581K	Buy	4,918 +351	+8%	+$41.5K	0.25%	100
2020 Q4	$538K	Buy	+4,567	New	+$538K	0.24%	97