Kades & Cheifetz’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $426K | Sell |
12,478
-321
| -3% | -$11K | 0.22% | 74 |
|
|
2024
Q3 | $432K | Buy |
12,799
+415
| +3% | +$14K | 0.25% | 67 |
|
|
2024
Q2 | $398K | Buy |
12,384
+3,290
| +36% | +$106K | 0.25% | 64 |
|
|
2024
Q1 | $284K | Buy |
9,094
+643
| +8% | +$20.1K | 0.18% | 77 |
|
|
2023
Q4 | $244K | Hold |
8,451
| – | – | 0.17% | 75 |
|
|
2023
Q3 | $226K | Buy |
+8,451
| New | +$226K | 0.18% | 70 |
|