OWM
OneAscent Wealth Management’s Sociedad Química y Minera de Chile SQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,974
| Closed | -$499K | – | 185 |
|
|
2022
Q2 | $499K | Sell |
5,974
-721
| -11% | -$60.2K | 0.25% | 48 |
|
|
2022
Q1 | $573K | Buy |
6,695
+1,548
| +30% | +$132K | 0.29% | 59 |
|
|
2021
Q4 | $260K | Buy |
+5,147
| New | +$260K | 0.65% | 63 |
|
|
2021
Q1 | $408K | Sell |
7,683
-584
| -7% | -$31K | 0.17% | 143 |
|
|
2020
Q4 | $406K | Buy |
+8,267
| New | +$406K | 0.18% | 125 |
|