OWM

OneAscent Wealth Management’s Sony SONY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,864	Closed	-$868K	–	231
2021 Q4	$868K	Buy	+6,864	New	+$868K	2.17%	7
2021 Q1	$1.12M	Buy	10,580 +1,088	+11%	+$115K	0.48%	36
2020 Q4	$960K	Buy	+9,492	New	+$960K	0.43%	48