Guardian Wealth Advisors (North Carolina)’s ALPS O'Shares US Quality Dividend ETF OUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-55
| Closed | -$2.92K | – | 542 |
|
|
2024
Q4 | $2.92K | Hold |
55
| – | – | ﹤0.01% | 480 |
|
|
2024
Q3 | $2.97K | Hold |
55
| – | – | ﹤0.01% | 421 |
|
|
2024
Q2 | $2.73K | Hold |
55
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $2.72K | Hold |
55
| – | – | ﹤0.01% | 424 |
|
|
2023
Q4 | $2.54K | Sell |
55
-60
| -52% | -$2.77K | ﹤0.01% | 411 |
|
|
2023
Q3 | $4.82K | Hold |
115
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $5.06K | Sell |
115
-60
| -34% | -$2.64K | ﹤0.01% | 361 |
|
|
2023
Q1 | $7.38K | Hold |
175
| – | – | ﹤0.01% | 348 |
|
|
2022
Q4 | $7.26K | Hold |
175
| – | – | ﹤0.01% | 326 |
|
|
2022
Q3 | $6K | Hold |
175
| – | – | ﹤0.01% | 305 |
|
|
2022
Q2 | $7K | Buy |
+175
| New | +$7K | ﹤0.01% | 301 |
|