Carson Wealth (CWM LLC)’s Oportun Financial OPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,252
| Closed | -$5K | – | 4373 |
|
|
2023
Q1 | $5K | Hold |
1,252
| – | – | ﹤0.01% | 3304 |
|
|
2022
Q4 | $7K | Hold |
1,252
| – | – | ﹤0.01% | 3015 |
|
|
2022
Q3 | $5K | Buy |
1,252
+819
| +189% | +$3.27K | ﹤0.01% | 3084 |
|
|
2022
Q2 | $4K | Buy |
433
+181
| +72% | +$1.67K | ﹤0.01% | 3108 |
|
|
2022
Q1 | $4K | Buy |
252
+154
| +157% | +$2.44K | ﹤0.01% | 2934 |
|
|
2021
Q4 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 3143 |
|
|
2021
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 2656 |
|
|
2021
Q1 | $2K | Hold |
98
| – | – | ﹤0.01% | 2656 |
|
|
2020
Q4 | $2K | Hold |
98
| – | – | ﹤0.01% | 2656 |
|
|
2020
Q3 | $2K | Hold |
98
| – | – | ﹤0.01% | 2656 |
|
|
2020
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 2656 |
|
|
2020
Q1 | $2K | Hold |
98
| – | – | ﹤0.01% | 2656 |
|
|
2019
Q4 | $2K | Hold |
98
| – | – | ﹤0.01% | 2656 |
|
|
2019
Q3 | $2K | Hold |
98
| – | – | ﹤0.01% | 2656 |
|
|
2019
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 2656 |
|
|
2019
Q1 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 2656 |
|