MWM
Maripau Wealth Management’s Opus Small Cap Value ETF OSCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
58,493
-1,306
| -2% | -$47.6K | 1.07% | 25 |
|
|
2025
Q1 | $2.08M | Buy |
59,799
+16,422
| +38% | +$572K | 1.2% | 19 |
|
|
2024
Q4 | $1.6M | Buy |
43,377
+23,754
| +121% | +$879K | 0.95% | 29 |
|
|
2024
Q3 | $735K | Buy |
19,623
+9,070
| +86% | +$340K | 0.64% | 37 |
|
|
2024
Q2 | $364K | Buy |
+10,553
| New | +$364K | 0.25% | 81 |
|