One Ascent Wealth Management LLC Select Sector Spdr Fund Health Transaction History

One Ascent Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$143.3 - $157.24 $52,734 - $57,864	368 Added 23.5%	1,934 $298,000
Q2 2024 Jul 17, 2024	SELL	$138.43 - $147.09 $501,116 - $532,465	-3,620 Reduced 69.8%	1,566 $228,000
Q1 2024 Apr 16, 2024	BUY	$138.48 - $147.86 $256,603 - $273,984	1,853 Added 55.6%	5,186 $766,000
Q4 2023 Jan 11, 2024	BUY	$123.14 - $136.38 $410,425 - $454,554	3,333 New	3,333 $455,000

1,955

199M

11.3M

18.8M

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