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LJI Wealth Management’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

LJI Wealth Management’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,957
Closed -$501K – 176
2023
Q3 		$501K Buy
+23,957
New +$501K 0.14% 78