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