OWM
OneAscent Wealth Management’s MetLife MET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,313
| Closed | -$240K | – | 187 |
|
|
2022
Q4 | $240K | Sell |
3,313
-3,071
| -48% | -$222K | 0.11% | 139 |
|
|
2022
Q3 | $388K | Buy |
6,384
+11
| +0.2% | +$669 | 0.2% | 60 |
|
|
2022
Q2 | $400K | Sell |
6,373
-260
| -4% | -$16.3K | 0.2% | 76 |
|
|
2022
Q1 | $466K | Buy |
+6,633
| New | +$466K | 0.23% | 85 |
|
|
2021
Q4 | – | Sell |
-10,583
| Closed | -$653K | – | 109 |
|
|
2021
Q3 | $653K | Buy |
+10,583
| New | +$653K | 0.74% | 19 |
|
|
2021
Q1 | $1.09M | Sell |
17,978
-4,154
| -19% | -$253K | 0.47% | 38 |
|
|
2020
Q4 | $1.04M | Buy |
+22,132
| New | +$1.04M | 0.47% | 38 |
|