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OneAscent Wealth Management’s XP XP Stock Holding History

OneAscent Wealth Management’s Portfolio XP Stock Details XP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,642
Closed -$273K – 183
2024
Q1 		$273K Sell
10,642
-688
-6% -$17.6K 0.1% 139
2023
Q4 		$295K Sell
11,330
-627
-5% -$16.3K 0.12% 118
2023
Q3 		$276K Buy
+11,957
New +$276K 0.12% 116