J.P. Morgan Private Wealth Advisors’s ALPS O'Shares US Quality Dividend ETF OUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $288K | Sell |
6,867
-693
| -9% | -$29.1K | ﹤0.01% | 1499 |
|
|
2023
Q2 | $333K | Sell |
7,560
-78
| -1% | -$3.43K | ﹤0.01% | 1202 |
|
|
2023
Q1 | $322K | Buy |
7,638
+1,911
| +33% | +$80.5K | ﹤0.01% | 1653 |
|
|
2022
Q4 | $237K | Buy |
5,727
+15
| +0.3% | +$621 | ﹤0.01% | 1748 |
|
|
2022
Q3 | $211K | Buy |
+5,712
| New | +$211K | ﹤0.01% | 1787 |
|