One Ascent Financial Services LLC Spdr Portfolio S&P 1500 Compos Transaction History

One Ascent Financial Services LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$60.69 - $66.83 $29,009 - $31,944	478 Added 1.81%	26,908 $1.79 Million
Q1 2024 Apr 16, 2024	BUY	$57.38 - $64.15 $130,769 - $146,197	2,279 Added 9.44%	26,430 $1.7 Million
Q4 2023 Jan 11, 2024	BUY	$50.31 - $58.65 $1.22 Million - $1.42 Million	24,151 New	24,151 $1.41 Million
Q3 2022 Nov 02, 2022	SELL	$44.11 - $53.04 $103,702 - $124,697	-2,351 Reduced 8.9%	24,054 $1.06 Million
Q2 2022 Aug 08, 2022	BUY	$45.19 - $56.15 $1.19 Million - $1.48 Million	26,405 New	26,405 $1.23 Million

631

85.4M

949K

700

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