C.M. Bidwell & Associates’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-3,650
| Closed | -$93K | – | 456 |
|
2018
Q4 | $93K | Sell |
3,650
-270
| -7% | -$6.88K | 0.1% | 184 |
|
2018
Q3 | $124K | Sell |
3,920
-3,115
| -44% | -$98.5K | 0.12% | 166 |
|
2018
Q2 | $197K | Sell |
7,035
-265
| -4% | -$7.42K | 0.18% | 139 |
|
2018
Q1 | $188K | Sell |
7,300
-2,725
| -27% | -$70.2K | 0.17% | 143 |
|
2017
Q4 | $269K | Buy |
+10,025
| New | +$269K | 0.23% | 119 |
|
2017
Q1 | – | Sell |
-11,625
| Closed | -$216K | – | 279 |
|
2016
Q4 | $216K | Buy |
+11,625
| New | +$216K | 0.05% | 151 |
|