Atria Wealth Solutions’s ClearShares OCIO ETF OCIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
|
|||||
|
2025
Q1 | $1.03M | Sell |
|
|||||
|
2024
Q4 | $1.07M | Buy |
|
|||||
|
2024
Q3 | $1.04M | Buy |
|
|||||
|
2024
Q2 | $815K | Sell |
|
|||||
|
2024
Q1 | $802K | Sell |
|
|||||
|
2023
Q4 | $800K | Sell |
|
|||||
|
2023
Q3 | $831K | Sell |
|
|||||
|
2023
Q2 | $956K | Sell |
|
|||||
|
2023
Q1 | $954K | Sell |
|
|||||
|
2022
Q4 | $982K | Buy |
|
|||||
|
2022
Q3 | $887K | Buy |
|
|||||
|
2022
Q2 | $720K | Buy |
|
|||||
|
2022
Q1 | $544K | Buy |
|