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OneAscent Wealth Management’s S&P Global SPGI Stock Holding History

OneAscent Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,248
Closed -$1.07M – 234
2020
Q4 		$1.07M Buy
+3,248
New +$1.07M 0.48% 33