OWM

OneAscent Wealth Management’s Toyota TM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,297	Closed	-$240K	–	233
2021 Q4	$240K	Buy	+1,297	New	+$240K	0.6%	72
2021 Q1	$330K	Buy	2,116 +176	+9%	+$27.4K	0.14%	157
2020 Q4	$300K	Buy	+1,940	New	+$300K	0.14%	154