ONEASCENT WEALTH MANAGEMENT LLC – Verisk Analytics, Inc. Transaction History
ONEASCENT WEALTH MANAGEMENT LLC portfolio value:
$257,000
portfolio value
ONEASCENT WEALTH MANAGEMENT LLC quarter portfolio value change:
-1.48%
quarter
Verisk Analytics, Inc. 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -21.35% | -409 shares | -75K | $170.53 | 1.50K |
Q2 2022 | share | Decrease | -18.95% | -448 shares | -175K | $173.09 | 1.91K |
Q1 2022 | share | Increase | 0.00% | 2.36K shares | 507K | $214.63 | 2.36K |
Q4 2021 | share | Decrease | -100.00% | -2.36K shares | -474K | $228.09 | 0 |
Q3 2021 | share | Decrease | -40.33% | -1.59K shares | -227K | $200.27 | 2.36K |
Q1 2021 | share | Increase | +20.52% | 675 shares | 18K | $176.15 | 3.96K |
Q4 2020 | share | Increase | 0.00% | 3.29K shares | 683K | $206.6 | 3.29K |