WealthPLAN Partners’s ALPS O'Shares US Quality Dividend ETF OUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $25.1K | Hold |
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|
2023
Q1 | $24.1K | Buy |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $2.29M | Buy |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $991K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $14.5K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $27.7K | Buy |
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