Osaic Holdings’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
Q2 | $38K | Sell |
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|
2025
Q1 | $64.6K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $93.3K | Hold |
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|
2023
Q1 | $89.2K | Hold |
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|
2022
Q4 | $89K | Hold |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $90K | Sell |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $121K | Hold |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $99K | Sell |
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|
2020
Q3 | $101K | Hold |
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|
2020
Q2 | $101K | Hold |
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|
2020
Q1 | $81K | Buy |
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