Bailard’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,900
| Closed | -$320K | – | 788 |
|
|
2021
Q4 | $320K | Hold |
6,900
| – | – | 0.01% | 516 |
|
|
2021
Q3 | $313K | Hold |
6,900
| – | – | 0.01% | 520 |
|
|
2021
Q2 | $351K | Hold |
6,900
| – | – | 0.01% | 475 |
|
|
2021
Q1 | $276K | Hold |
6,900
| – | – | 0.01% | 544 |
|
|
2020
Q4 | $217K | Buy |
+6,900
| New | +$217K | 0.01% | 545 |
|