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Beaird Harris Wealth Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Beaird Harris Wealth Management’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$107K Hold
2,219
– – 0.01% 179
2025
Q1 		$97.2K Hold
2,219
– – 0.01% 170
2024
Q4 		$103K Hold
2,219
– – 0.01% 172
2024
Q3 		$103K Hold
2,219
– – 0.01% 174
2024
Q2 		$97.8K Buy
+2,219
New +$97.8K 0.01% 163