Berman Capital Advisors’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Hold |
196
| – | – | ﹤0.01% | 1499 |
|
|
2021
Q2 | $3K | Hold |
196
| – | – | ﹤0.01% | 1505 |
|
|
2021
Q1 | $4K | Hold |
196
| – | – | ﹤0.01% | 1351 |
|
|
2020
Q4 | $3K | Hold |
196
| – | – | ﹤0.01% | 1320 |
|
|
2020
Q3 | $2K | Hold |
196
| – | – | ﹤0.01% | 1321 |
|
|
2020
Q2 | $2K | Buy |
+196
| New | +$2K | ﹤0.01% | 1301 |
|