Carroll Financial Associates’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $308K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $291K | Buy |
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|
2021
Q1 | $264K | Buy |
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|
2020
Q4 | $216K | Hold |
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|
2020
Q3 | $183K | Hold |
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|
2020
Q2 | $173K | Sell |
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|
2020
Q1 | $151K | Buy |
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|
2019
Q4 | $177K | Hold |
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|
2019
Q3 | $167K | Hold |
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|
2019
Q2 | $164K | Hold |
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|
2019
Q1 | $159K | Buy |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Buy |
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