Carson Wealth (CWM LLC)’s Oppenheimer Holdings OPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Sell |
37
-6
| -14% | -$324 | ﹤0.01% | 4906 |
|
|
2025
Q1 | $3K | Sell |
43
-4
| -9% | -$279 | ﹤0.01% | 4650 |
|
|
2024
Q4 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 4435 |
|
|
2023
Q3 | – | Sell |
-16
| Closed | -$1K | – | 4434 |
|
|
2023
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 4014 |
|
|
2023
Q1 | $1K | Sell |
16
-13
| -45% | -$813 | ﹤0.01% | 3875 |
|
|
2022
Q4 | $1K | Sell |
29
-69
| -70% | -$2.38K | ﹤0.01% | 3790 |
|
|
2022
Q3 | $3K | Sell |
98
-268
| -73% | -$8.2K | ﹤0.01% | 3335 |
|
|
2022
Q2 | $12K | Buy |
+366
| New | +$12K | ﹤0.01% | 2468 |
|