LWM
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LJI Wealth Management’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

LJI Wealth Management’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-74,425
Closed -$1.58M – 177
2023
Q3 		$1.58M Buy
+74,425
New +$1.58M 0.45% 32