AWS
AJ Wealth Strategies’s Oportun Financial OPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-18,534
| Closed | -$464K | – | 320 |
|
|
2021
Q3 | $464K | Hold |
18,534
| – | – | 0.03% | 197 |
|
|
2021
Q2 | $371K | Hold |
18,534
| – | – | 0.02% | 208 |
|
|
2021
Q1 | $384K | Hold |
18,534
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $359K | Hold |
18,534
| – | – | 0.03% | 174 |
|
|
2020
Q3 | $219K | Hold |
18,534
| – | – | 0.02% | 198 |
|
|
2020
Q2 | $249K | Buy |
+18,534
| New | +$249K | 0.03% | 173 |
|