Waterloo Capital’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $494K | Hold |
|
|||||
|
2025
Q2 | $457K | Sell |
|
|||||
|
2025
Q1 | $420K | Sell |
|
|||||
|
2024
Q4 | $470K | Sell |
|
|||||
|
2024
Q3 | $540K | Sell |
|
|||||
|
2024
Q2 | $518K | Sell |
|
|||||
|
2024
Q1 | $537K | Sell |
|
|||||
|
2023
Q4 | $482K | Sell |
|
|||||
|
2023
Q3 | $438K | Buy |
|
|||||
|
2023
Q2 | $455K | Sell |
|
|||||
|
2023
Q1 | $420K | Buy |
|