OWM

OneAscent Wealth Management’s United Parcel Service UPS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,621	Closed	-$282K	–	190
2022 Q4	$282K	Buy	1,621 +120	+8%	+$20.9K	0.13%	118
2022 Q3	$242K	Buy	+1,501	New	+$242K	0.13%	120
2021 Q1	$684K	Buy	+4,023	New	+$684K	0.29%	77