Bank of Montreal’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,102
| Closed | -$156K | – | 3720 |
|
|
2024
Q2 | $156K | Buy |
+14,102
| New | +$156K | ﹤0.01% | 2819 |
|
|
2023
Q2 | – | Sell |
-28,055
| Closed | -$411K | – | 3728 |
|
|
2023
Q1 | $411K | Buy |
+28,055
| New | +$411K | ﹤0.01% | 2329 |
|
|
2022
Q1 | – | Sell |
-4,641
| Closed | -$285K | – | 3694 |
|
|
2021
Q4 | $285K | Buy |
+4,641
| New | +$285K | ﹤0.01% | 2690 |
|
|
2021
Q2 | – | Sell |
-478
| Closed | -$24K | – | 4234 |
|
|
2021
Q1 | $24K | Sell |
478
-1,840
| -79% | -$92.4K | ﹤0.01% | 3591 |
|
|
2020
Q4 | $89K | Buy |
2,318
+1,643
| +243% | +$63.1K | ﹤0.01% | 3194 |
|
|
2020
Q3 | $14K | Sell |
675
-461
| -41% | -$9.56K | ﹤0.01% | 3579 |
|
|
2020
Q2 | $16K | Buy |
+1,136
| New | +$16K | ﹤0.01% | 3585 |
|
|
2020
Q1 | – | Sell |
-1,714
| Closed | -$18K | – | 4035 |
|
|
2019
Q4 | $18K | Sell |
1,714
-12,259
| -88% | -$129K | ﹤0.01% | 3837 |
|
|
2019
Q3 | $203K | Buy |
13,973
+12,973
| +1,297% | +$188K | ﹤0.01% | 2448 |
|
|
2019
Q2 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 3834 |
|