ONEASCENT WEALTH MANAGEMENT LLC – Ameriprise Financial, Inc. Transaction History
ONEASCENT WEALTH MANAGEMENT LLC portfolio value:
$206,000
portfolio value
ONEASCENT WEALTH MANAGEMENT LLC quarter portfolio value change:
+6.00%
quarter
Ameriprise Financial, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.66% | -40 shares | 2K | $251.95 | 818 |
| Q2 2022 | share | Increase | +4.51% | 37 shares | -43K | $237.68 | 858 |
| Q1 2022 | share | Decrease | -3.53% | -30 shares | -10K | $300.36 | 821 |
| Q4 2021 | share | Decrease | -64.26% | -1.53K shares | -372K | $301.97 | 851 |
| Q3 2021 | share | Decrease | -10.72% | -286 shares | 9K | $263.15 | 2.38K |
| Q1 2021 | share | Decrease | -5.59% | -158 shares | 71K | $229.63 | 2.66K |
| Q4 2020 | share | Increase | 0.00% | 2.82K shares | 549K | $191.05 | 2.82K |