Advocacy Wealth Management Services’s Overlay Shares Municipal Bond ETF OVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $66K | Sell |
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|
2022
Q2 | $104K | Sell |
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2022
Q1 | $125K | Sell |
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|
2021
Q4 | $284K | Sell |
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|
2021
Q3 | $323K | Sell |
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|
2021
Q2 | $866K | Sell |
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|
2021
Q1 | $2.06M | Sell |
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|
2020
Q4 | $26.3M | Buy |
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|
2020
Q3 | $24.7M | Buy |
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|
2020
Q2 | $23.1M | Buy |
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|
2020
Q1 | $20.7M | Buy |
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|
2019
Q4 | $12.8M | Buy |
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