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Sound View Wealth Advisors Group’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Sound View Wealth Advisors Group’s Portfolio OVT Stock Details OVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,181
Closed -$308K – 288
2022
Q1 		$308K Sell
13,181
-26,347
-67% -$616K 0.06% 237
2021
Q4 		$967K Hold
39,528
– – 0.18% 122
2021
Q3 		$990K Buy
+39,528
New +$990K 0.21% 114