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Montag & Associates’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Montag & Associates’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-439
Closed -$10K – 887
2022
Q2 		$10K Buy
+439
New +$10K ﹤0.01% 692