Baker Tilly Wealth Management’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,270
| Closed | -$67.6K | – | 566 |
|
|
2022
Q4 | $67.6K | Buy |
+12,270
| New | +$67.6K | 0.01% | 524 |
|
|
2022
Q3 | – | Sell |
-11,982
| Closed | -$99K | – | 527 |
|
|
2022
Q2 | $99K | Sell |
11,982
-327
| -3% | -$2.7K | 0.01% | 482 |
|
|
2022
Q1 | $177K | Buy |
12,309
+1,905
| +18% | +$27.4K | 0.02% | 504 |
|
|
2021
Q4 | $211K | Buy |
10,404
+718
| +7% | +$14.6K | 0.02% | 498 |
|
|
2021
Q3 | $242K | Buy |
+9,686
| New | +$242K | 0.03% | 450 |
|