Bison Wealth’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
2024
Q4
$9.29M Buy
2024
Q3
$5.57M Buy
2024
Q2
$4.66M Hold
2024
Q1
$4.66M Buy
2023
Q4
$4.27M Sell
2023
Q3
$4.77M Sell
2023
Q2
$7.13M Buy
2023
Q1
$7.01M Buy
2022
Q4
$5.37M Buy
2022
Q3
$2.85M Buy
2022
Q2
$2.68M Buy
2022
Q1
$1.85M Buy
2021
Q4
Sell
2021
Q3
$171K Sell
2021
Q2
$273K Buy