Bison Wealth’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.69M | Buy |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $4.68M | Hold |
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|
2024
Q1 | $4.68M | Buy |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $2.24M | Sell |
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|
2023
Q2 | $5.97M | Buy |
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|
2023
Q1 | $5.3M | Buy |
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|
2022
Q4 | $4.6M | Buy |
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|
2022
Q3 | $3.09M | Sell |
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|
2022
Q2 | $4.7M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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