Clear Perspective Advisors’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $204K | Buy |
+5,491
| New | +$204K | 0.06% | 175 |
|
|
2019
Q1 | – | Sell |
-9,590
| Closed | -$226K | – | 144 |
|
|
2018
Q4 | $226K | Buy |
9,590
+750
| +8% | +$17.7K | 0.19% | 124 |
|
|
2018
Q3 | $251K | Buy |
8,840
+2,500
| +39% | +$71K | 0.19% | 123 |
|
|
2018
Q2 | $172K | Buy |
6,340
+2,290
| +57% | +$62.1K | 0.12% | 146 |
|
|
2018
Q1 | $105K | Buy |
+4,050
| New | +$105K | 0.08% | 187 |
|