OWM
OneAscent Wealth Management’s Wayfair W Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,838
| Closed | -$204K | – | 231 |
|
|
2022
Q1 | $204K | Buy |
+1,838
| New | +$204K | 0.1% | 193 |
|
|
2021
Q4 | – | Sell |
-945
| Closed | -$241K | – | 145 |
|
|
2021
Q3 | $241K | Buy |
+945
| New | +$241K | 0.27% | 88 |
|
|
2021
Q1 | $427K | Sell |
1,357
-73
| -5% | -$23K | 0.18% | 136 |
|
|
2020
Q4 | $323K | Buy |
+1,430
| New | +$323K | 0.15% | 151 |
|