Advisory Research’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-630
| Closed | -$18K | – | 573 |
|
|
2014
Q1 | $18K | Sell |
630
-76,184
| -99% | -$2.18M | ﹤0.01% | 774 |
|
|
2013
Q4 | $1.9M | Buy |
76,814
+3,964
| +5% | +$98.2K | 0.02% | 203 |
|
|
2013
Q3 | $1.3M | Buy |
72,850
+240
| +0.3% | +$4.27K | 0.01% | 227 |
|
|
2013
Q2 | $1.38M | Buy |
+72,610
| New | +$1.38M | 0.02% | 220 |
|