Premier Path Wealth Partners’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 | $3.44M | Buy |
79,551
+1,259
| +2% | +$54.4K | 0.48% | 44 |
|
|
2025
Q1 | $3.29M | Buy |
78,292
+860
| +1% | +$36.1K | 0.51% | 43 |
|
|
2024
Q4 | $3.39M | Buy |
77,432
+1,892
| +3% | +$82.7K | 0.52% | 41 |
|
|
2024
Q3 | $3.4M | Buy |
75,540
+3,920
| +5% | +$177K | 0.54% | 39 |
|
|
2024
Q2 | $2.95M | Buy |
71,620
+10,817
| +18% | +$446K | 0.5% | 41 |
|
|
2024
Q1 | $2.66M | Buy |
60,803
+23,562
| +63% | +$1.03M | 0.5% | 40 |
|
|
2023
Q4 | $1.48M | Buy |
+37,241
| New | +$1.48M | 0.33% | 70 |
|