OWM
OneAscent Wealth Management’s United Microelectronic UMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,303
| Closed | -$110K | – | 192 |
|
|
2022
Q2 | $110K | Buy |
16,303
+1,441
| +10% | +$9.72K | 0.06% | 179 |
|
|
2022
Q1 | $136K | Buy |
14,862
+1,197
| +9% | +$11K | 0.07% | 206 |
|
|
2021
Q4 | $160K | Buy |
+13,665
| New | +$160K | 0.4% | 81 |
|
|
2021
Q1 | $177K | Sell |
19,424
-15,151
| -44% | -$138K | 0.08% | 209 |
|
|
2020
Q4 | $291K | Buy |
+34,575
| New | +$291K | 0.13% | 157 |
|