Arete Wealth Advisors’s Opus Bank Common Stock OPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,500
| Closed | -$303K | – | 411 |
|
|
2020
Q1 | $303K | Buy |
17,500
+834
| +5% | +$14.4K | 0.06% | 242 |
|
|
2019
Q4 | $431K | Hold |
16,666
| – | – | 0.07% | 256 |
|
|
2019
Q3 | $363K | Hold |
16,666
| – | – | 0.07% | 266 |
|
|
2019
Q2 | $352K | Hold |
16,666
| – | – | 0.07% | 274 |
|
|
2019
Q1 | $330K | Hold |
16,666
| – | – | 0.07% | 273 |
|
|
2018
Q4 | $326K | Buy |
+16,666
| New | +$326K | 0.08% | 258 |
|