Advocacy Wealth Management Services’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $5.74M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $78.6M | Sell |
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|
2022
Q3 | $106M | Buy |
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|
2022
Q2 | $102M | Buy |
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|
2022
Q1 | $98.2M | Sell |
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|
2021
Q4 | $114M | Buy |
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|
2021
Q3 | $101M | Buy |
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|
2021
Q2 | $99.7M | Buy |
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|
2021
Q1 | $90.8M | Buy |
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|
2020
Q4 | $81.6M | Sell |
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|
2020
Q3 | $77.4M | Buy |
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|
2020
Q2 | $55.6M | Buy |
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|
2020
Q1 | $37.9M | Buy |
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|
2019
Q4 | $26.7M | Buy |
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