GoalVest Advisory’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 | $99.3K | Hold |
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|
2025
Q2 | $95.8K | Hold |
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2025
Q1 | $93.2K | Hold |
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|
2024
Q4 | $96.9K | Hold |
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|
2024
Q3 | $99.9K | Hold |
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|
2024
Q2 | $91.4K | Hold |
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|
2024
Q1 | $94.4K | Hold |
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|
2023
Q4 | $86.9K | Hold |
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|
2023
Q3 | $77.8K | Hold |
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|
2023
Q2 | $81.4K | Hold |
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|
2023
Q1 | $78.3K | Hold |
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|
2022
Q4 | $74.4K | Hold |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $77K | Buy |
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|
2021
Q2 | $78K | Hold |
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|
2021
Q1 | $76K | Hold |
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|
2020
Q4 | $69K | Buy |
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