Golden State Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2K | Hold |
700
| – | – | ﹤0.01% | 771 |
|
|
2025
Q1 | $29.4K | Hold |
700
| – | – | ﹤0.01% | 709 |
|
|
2024
Q4 | $30.6K | Buy |
+700
| New | +$30.6K | ﹤0.01% | 673 |
|
|
2020
Q2 | – | Sell |
-700
| Closed | -$15K | – | 664 |
|
|
2020
Q1 | $15K | Buy |
+700
| New | +$15K | 0.01% | 547 |
|
|
2019
Q4 | – | Sell |
-1,201
| Closed | -$33K | – | 646 |
|
|
2019
Q3 | $33K | Hold |
1,201
| – | – | 0.01% | 525 |
|
|
2019
Q2 | $32K | Buy |
1,201
+1
| +0.1% | +$27 | 0.01% | 541 |
|
|
2019
Q1 | $32K | Buy |
+1,200
| New | +$32K | 0.01% | 534 |
|