Belpointe Asset Management’s Office Properties Income Trust OPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,252
| Closed | -$40K | – | 2459 |
|
|
2023
Q1 | $40K | Hold |
3,252
| – | – | ﹤0.01% | 1846 |
|
|
2022
Q4 | $43.4K | Buy |
+3,252
| New | +$43.4K | ﹤0.01% | 1691 |
|
|
2021
Q3 | – | Sell |
-4,323
| Closed | -$127K | – | 1231 |
|
|
2021
Q2 | $127K | Sell |
4,323
-1,422
| -25% | -$41.8K | 0.01% | 1022 |
|
|
2021
Q1 | $159K | Sell |
5,745
-1,604
| -22% | -$44.4K | 0.01% | 829 |
|
|
2020
Q4 | $167K | Sell |
7,349
-658
| -8% | -$15K | 0.02% | 760 |
|
|
2020
Q3 | $166K | Sell |
8,007
-714
| -8% | -$14.8K | 0.02% | 609 |
|
|
2020
Q2 | $226K | Buy |
8,721
+520
| +6% | +$13.5K | 0.03% | 487 |
|
|
2020
Q1 | $223K | Sell |
8,201
-4,418
| -35% | -$120K | 0.04% | 405 |
|
|
2019
Q4 | $406K | Buy |
12,619
+1,350
| +12% | +$43.4K | 0.05% | 363 |
|
|
2019
Q3 | $345K | Buy |
11,269
+2,284
| +25% | +$69.9K | 0.06% | 366 |
|
|
2019
Q2 | $236K | Buy |
8,985
+4,106
| +84% | +$108K | 0.05% | 376 |
|
|
2019
Q1 | $135K | Buy |
+4,879
| New | +$135K | 0.03% | 379 |
|