OWM
OneAscent Wealth Management’s Mercado Libre MELI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-406
| Closed | -$259K | – | 175 |
|
|
2022
Q2 | $259K | Buy |
406
+51
| +14% | +$32.5K | 0.13% | 136 |
|
|
2022
Q1 | $422K | Buy |
+355
| New | +$422K | 0.21% | 99 |
|
|
2021
Q4 | – | Sell |
-417
| Closed | -$700K | – | 108 |
|
|
2021
Q3 | $700K | Buy |
+417
| New | +$700K | 0.8% | 15 |
|
|
2021
Q1 | $1.04M | Buy |
709
+107
| +18% | +$158K | 0.44% | 43 |
|
|
2020
Q4 | $1.01M | Buy |
+602
| New | +$1.01M | 0.46% | 40 |
|