Aviance Capital Partners’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-42,800
| Closed | -$867K | – | 245 |
|
|
2014
Q3 | $867K | Buy |
42,800
+601
| +1% | +$12.2K | 0.33% | 88 |
|
|
2014
Q2 | $1.01M | Buy |
42,199
+3,689
| +10% | +$88.5K | 0.4% | 75 |
|
|
2014
Q1 | $1.08M | Buy |
38,510
+6,009
| +18% | +$169K | 0.46% | 57 |
|
|
2013
Q4 | $805K | Buy |
32,501
+3,544
| +12% | +$87.8K | 0.34% | 82 |
|
|
2013
Q3 | $515K | Buy |
28,957
+4,488
| +18% | +$79.8K | 0.24% | 126 |
|
|
2013
Q2 | $466K | Buy |
+24,469
| New | +$466K | 0.25% | 109 |
|