BWA
BlueChip Wealth Advisors’s Overlay Shares Short Term Bond ETF OVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
15,191
| – | – | 0.15% | 119 |
|
|
2025
Q1 | $335K | Buy |
+15,191
| New | +$335K | 0.16% | 110 |
|
|
2024
Q4 | – | Sell |
-20,501
| Closed | -$468K | – | 154 |
|
|
2024
Q3 | $468K | Buy |
20,501
+389
| +2% | +$8.88K | 0.24% | 80 |
|
|
2024
Q2 | $447K | Buy |
20,112
+675
| +3% | +$15K | 0.26% | 78 |
|
|
2024
Q1 | $433K | Sell |
19,437
-2,394
| -11% | -$53.3K | 0.28% | 68 |
|
|
2023
Q4 | $474K | Buy |
+21,831
| New | +$474K | 0.33% | 65 |
|