OWM
SBNY

OneAscent Wealth Management’s Signature Bank SBNY Stock Holding History

OneAscent Wealth Management’s Portfolio SBNY Stock Details SBNY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-832
Closed -$244K – 235
2022
Q1 		$244K Buy
+832
New +$244K 0.12% 168
2021
Q4 		– Sell
-890
Closed -$242K – 152
2021
Q3 		$242K Buy
+890
New +$242K 0.28% 86