Bison Wealth’s Overlay Shares Small Cap Equity ETF OVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.61M | Sell |
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|
2024
Q3 | $3.81M | Buy |
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|
2024
Q2 | $3.15M | Hold |
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|
2024
Q1 | $3.15M | Buy |
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $1.95M | Buy |
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|
2023
Q1 | $1.71M | Buy |
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $743K | Buy |
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|
2022
Q2 | $511K | Sell |
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|
2022
Q1 | $805K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Buy |
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