Concourse Financial Group Securities’s Overlay Shares Municipal Bond ETF OVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 5815 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6605 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6600 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6617 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6615 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6545 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6402 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6250 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6021 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6024 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5844 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5803 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5689 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5675 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5513 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5336 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5181 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5045 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4846 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4709 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4688 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4629 |
|