Osaic Holdings’s Overlay Shares Municipal Bond ETF OVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $50.6K | Sell |
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|
2025
Q3 | $76.9K | Buy |
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|
2025
Q2 | $76K | Buy |
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|
2025
Q1 | $76.6K | Buy |
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|
2024
Q4 | $28.8K | Sell |
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|
2024
Q3 | $30.7K | Hold |
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|
2024
Q2 | $30.1K | Sell |
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|
2024
Q1 | $145K | Buy |
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|
2023
Q4 | $27.6K | Sell |
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|
2023
Q3 | $72.3K | Sell |
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|
2023
Q2 | $140K | Buy |
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|
2023
Q1 | $125K | Hold |
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|
2022
Q4 | $122K | Hold |
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|
2022
Q3 | $119K | Hold |
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|
2022
Q2 | $128K | Sell |
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|
2022
Q1 | $116K | Hold |
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|
2021
Q4 | $154K | Hold |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $161K | Hold |
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|
2021
Q1 | $158K | Hold |
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|
2020
Q4 | $157K | Sell |
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|
2020
Q3 | $189K | Hold |
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|
2020
Q2 | $189K | Hold |
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|
2020
Q1 | $178K | Buy |
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