Johnson & White Wealth Management’s Overlay Shares Small Cap Equity ETF OVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.62M | Buy |
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|
2025
Q2 | $1.47M | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $770K | Buy |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $565K | Buy |
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|
2023
Q1 | $509K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $403K | Buy |
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