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OneAscent Wealth Management’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

OneAscent Wealth Management’s Portfolio XAR Stock Details XAR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,929
Closed -$412K – 181
2024
Q1 		$412K Buy
2,929
+181
+7% +$25.5K 0.16% 90
2023
Q4 		$372K Buy
+2,748
New +$372K 0.15% 92