Smartleaf Asset Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.45M | Sell |
30,101
-2,435
| -7% | -$117K | 0.13% | 184 |
|
2025
Q1 | $1.41M | Sell |
32,536
-406
| -1% | -$17.6K | 0.14% | 169 |
|
2024
Q4 | $1.54M | Sell |
32,942
-556
| -2% | -$26.1K | 0.16% | 146 |
|
2024
Q3 | $1.55M | Sell |
33,498
-1,819
| -5% | -$84.2K | 0.19% | 125 |
|
2024
Q2 | $1.56M | Sell |
35,317
-2,749
| -7% | -$122K | 0.26% | 86 |
|
2024
Q1 | $1.62M | Buy |
38,066
+3,037
| +9% | +$129K | 0.31% | 75 |
|
2023
Q4 | $1.32M | Buy |
+35,029
| New | +$1.32M | 0.35% | 69 |
|