BFWA
Benchmark Financial Wealth Advisors’s Opko Health OPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,752
| Closed | -$15.7K | – | 75 |
|
|
2023
Q1 | $15.7K | Hold |
10,752
| – | – | 0.01% | 69 |
|
|
2022
Q4 | $13.4K | Hold |
10,752
| – | – | 0.01% | 70 |
|
|
2022
Q3 | $20K | Sell |
10,752
-32,750
| -75% | -$60.9K | 0.01% | 68 |
|
|
2022
Q2 | $110K | Sell |
43,502
-5,000
| -10% | -$12.6K | 0.06% | 71 |
|
|
2022
Q1 | $167K | Hold |
48,502
| – | – | 0.07% | 76 |
|
|
2021
Q4 | $233K | Hold |
48,502
| – | – | 0.1% | 64 |
|
|
2021
Q3 | $177K | Hold |
48,502
| – | – | 0.08% | 66 |
|
|
2021
Q2 | $196K | Hold |
48,502
| – | – | 0.09% | 66 |
|
|
2021
Q1 | $208K | Buy |
48,502
+5,000
| +11% | +$21.4K | 0.11% | 57 |
|
|
2020
Q4 | $172K | Sell |
43,502
-2,062
| -5% | -$8.15K | 0.09% | 66 |
|
|
2020
Q3 | $168K | Buy |
45,564
+25,564
| +128% | +$94.3K | 0.11% | 60 |
|
|
2020
Q2 | $68K | Buy |
+20,000
| New | +$68K | 0.05% | 55 |
|