Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.87M | Buy |
|
|||||
|
2024
Q3 | $924K | Sell |
|
|||||
|
2024
Q2 | $1.39M | Hold |
|
|||||
|
2024
Q1 | $1.39M | Buy |
|
|||||
|
2023
Q4 | $1.04M | Sell |
|
|||||
|
2023
Q3 | $1.02M | Sell |
|
|||||
|
2023
Q2 | $1.14M | Buy |
|
|||||
|
2023
Q1 | $801K | Sell |
|
|||||
|
2022
Q4 | $806K | Buy |
|
|||||
|
2022
Q3 | $480K | Buy |
|
|||||
|
2022
Q2 | $258K | Sell |
|
|||||
|
2022
Q1 | $311K | Buy |
|