Aperio Group’s Oppenheimer Holdings OPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$654K	Buy	+20,820	New	+$654K	﹤0.01%	1833
2019 Q4	–	Sell	-10,056	Closed	-$302K	–	2336
2019 Q3	$302K	Buy	10,056 +4,183	+71%	+$126K	﹤0.01%	2018
2019 Q2	$160K	Buy	+5,873	New	+$160K	﹤0.01%	2246