Consolidated Portfolio Review Corp’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
2025
Q2
$1.33M Buy
2025
Q1
$536K Buy
2024
Q4
$528K Buy
2024
Q3
$515K Sell
2024
Q2
$494K Sell
2024
Q1
$482K Buy
2023
Q4
$420K Hold
2023
Q3
$389K Hold
2023
Q2
$404K Sell
2023
Q1
$377K Buy