Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $25.6K | Sell |
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2024
Q3 | $25K | Sell |
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2024
Q2 | $24.5K | Hold |
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|
2024
Q1 | $23.6K | Buy |
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|
2023
Q4 | $19.7K | Sell |
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|
2023
Q3 | $19.6K | Sell |
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|
2023
Q2 | $27.4K | Hold |
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|
2023
Q1 | $25.2K | Sell |
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|
2022
Q4 | $35K | Sell |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $51K | Buy |
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|
2022
Q1 | $63K | Sell |
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|
2021
Q4 | $74K | Sell |
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|
2021
Q3 | $77K | Sell |
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|
2021
Q2 | $86K | Sell |
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|
2021
Q1 | $99K | Buy |
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|
2020
Q4 | $84K | Buy |
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|
2020
Q3 | $75K | Buy |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Buy |
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|
2019
Q4 | – | Hold |
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