Resurgent Financial Advisors’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
Q3 | – | Sell |
-5,617
| Closed | -$116K | – | 515 |
|
|
2023
Q2 | $116K | Sell |
5,617
-1,028
| -15% | -$21.3K | 0.08% | 213 |
|
|
2023
Q1 | $140K | Buy |
6,645
+372
| +6% | +$7.83K | 0.09% | 190 |
|
|
2022
Q4 | $127K | Buy |
+6,273
| New | +$127K | 0.07% | 266 |
|
|
2022
Q1 | – | Sell |
-7,902
| Closed | -$202K | – | 194 |
|
|
2021
Q4 | $202K | Buy |
+7,902
| New | +$202K | 0.16% | 119 |
|