HB Wealth 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
Q1
Sell
-7,000
Closed -$284K 606
2021
Q4
$284K Buy
+7,000
New +$284K 0.01% 399