SSWM
Sheets Smith Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,362
| Closed | -$668K | – | 392 |
|
|
2024
Q3 | $668K | Buy |
12,362
+6,694
| +118% | +$361K | 0.08% | 208 |
|
|
2024
Q2 | $281K | Buy |
+5,668
| New | +$281K | 0.03% | 324 |
|
|
2023
Q4 | – | Sell |
-3,368
| Closed | -$141K | – | 445 |
|
|
2023
Q3 | $141K | Buy |
+3,368
| New | +$141K | 0.02% | 327 |
|