OWM
OneAscent Wealth Management’s Synovus SNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,936
| Closed | -$216K | – | 184 |
|
|
2022
Q2 | $216K | Buy |
5,936
+78
| +1% | +$2.84K | 0.11% | 157 |
|
|
2022
Q1 | $289K | Buy |
+5,858
| New | +$289K | 0.14% | 151 |
|
|
2021
Q4 | – | Sell |
-5,593
| Closed | -$247K | – | 126 |
|
|
2021
Q3 | $247K | Buy |
+5,593
| New | +$247K | 0.28% | 81 |
|