CAPTRUST Financial Advisors’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,723
| Closed | -$325K | – | 2498 |
|
|
2023
Q4 | $325K | Sell |
22,723
-145
| -0.6% | -$2.08K | ﹤0.01% | 2058 |
|
|
2023
Q3 | $178K | Buy |
+22,868
| New | +$178K | ﹤0.01% | 2321 |
|
|
2022
Q3 | – | Sell |
-1,287
| Closed | -$35K | – | 3404 |
|
|
2022
Q2 | $35K | Buy |
1,287
+918
| +249% | +$25K | ﹤0.01% | 3015 |
|
|
2022
Q1 | $14K | Buy |
369
+31
| +9% | +$1.18K | ﹤0.01% | 3613 |
|
|
2021
Q4 | $21K | Buy |
338
+19
| +6% | +$1.18K | ﹤0.01% | 3255 |
|
|
2021
Q3 | $27K | Hold |
319
| – | – | ﹤0.01% | 2962 |
|
|
2021
Q2 | $20K | Buy |
319
+19
| +6% | +$1.19K | ﹤0.01% | 3113 |
|
|
2021
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 3199 |
|
|
2020
Q4 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 2626 |
|