Accel Wealth Management’s Office Properties Income Trust OPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,776
| Closed | -$21.8K | – | 644 |
|
|
2023
Q1 | $21.8K | Hold |
1,776
| – | – | 0.01% | 681 |
|
|
2022
Q4 | $23.7K | Hold |
1,776
| – | – | 0.01% | 508 |
|
|
2022
Q3 | $25K | Hold |
1,776
| – | – | 0.01% | 500 |
|
|
2022
Q2 | $36K | Buy |
1,776
+130
| +8% | +$2.64K | 0.02% | 413 |
|
|
2022
Q1 | $43K | Hold |
1,646
| – | – | 0.02% | 399 |
|
|
2021
Q4 | $41K | Sell |
1,646
-104
| -6% | -$2.59K | 0.02% | 414 |
|
|
2021
Q3 | $44K | Hold |
1,750
| – | – | 0.03% | 343 |
|
|
2021
Q2 | $51K | Hold |
1,750
| – | – | 0.03% | 336 |
|
|
2021
Q1 | $48K | Sell |
1,750
-213
| -11% | -$5.84K | 0.04% | 324 |
|
|
2020
Q4 | $45K | Buy |
+1,963
| New | +$45K | 0.04% | 314 |
|