Fulcrum Equity Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,828
| Closed | -$262K | – | 103 |
|
|
2022
Q1 | $262K | Sell |
6,828
-1,531
| -18% | -$58.7K | 0.16% | 89 |
|
|
2021
Q4 | $340K | Buy |
8,359
+1,467
| +21% | +$59.7K | 0.13% | 113 |
|
|
2021
Q3 | $256K | Buy |
+6,892
| New | +$256K | 0.1% | 149 |
|
|
2020
Q3 | – | Sell |
-18,029
| Closed | -$475K | – | 164 |
|
|
2020
Q2 | $475K | Buy |
+18,029
| New | +$475K | 0.22% | 83 |
|