Johnson & White Wealth Management’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
Q3 | $1.79M | Sell |
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|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $795K | Buy |
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|
2023
Q4 | $583K | Buy |
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|
2023
Q3 | $520K | Sell |
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|
2023
Q2 | $612K | Buy |
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|
2023
Q1 | $537K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $410K | Buy |
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