Advocacy Wealth Management Services’s Overlay Shares Core Bond ETF OVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $75.6M | Sell |
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|
2021
Q4 | $82.9M | Buy |
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|
2021
Q3 | $83.5M | Buy |
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|
2021
Q2 | $84.1M | Buy |
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|
2021
Q1 | $80.9M | Sell |
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|
2020
Q4 | $97.4M | Buy |
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|
2020
Q3 | $92.1M | Buy |
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|
2020
Q2 | $83.6M | Sell |
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|
2020
Q1 | $79.3M | Buy |
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|
2019
Q4 | $37.4M | Buy |
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