Clay Northam Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Buy |
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|
2025
Q2 | $783K | Buy |
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|
2025
Q1 | $761K | Sell |
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|
2024
Q4 | $941K | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $929K | Buy |
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|
2022
Q3 | $701K | Buy |
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|
2022
Q2 | $677K | Hold |
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|
2022
Q1 | $747K | Buy |
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