LJI Wealth Management’s Overlay Shares Core Bond ETF OVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-25,139
Closed -$494K 175
2023
Q3
$494K Buy
+25,139
New +$494K 0.14% 80