One Ascent Wealth Management LLC First Tr Value Line Divid Inde Transaction History

One Ascent Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$37.39 - $41.11 $39,596 - $43,535	-1,059 Reduced 2.15%	48,279 $1.81 Million
Q2 2023 Jul 10, 2023	SELL	$38.66 - $40.72 $498,211 - $524,758	-12,887 Reduced 20.71%	49,338 $1.98 Million
Q1 2023 Apr 17, 2023	BUY	$38.43 - $41.37 $2.39 Million - $2.57 Million	62,225 New	62,225 $2.5 Million
Q2 2022 Aug 08, 2022	SELL	$37.24 - $43.02 $502,479 - $580,468	-13,493 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$39.95 - $43.09 $539,045 - $581,413	13,493 New	13,493 $571,000

586

139M

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