Castle Rock Wealth Management’s Opko Health OPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,500
| Closed | -$18.1K | – | 236 |
|
|
2023
Q4 | $18.1K | Hold |
20,500
| – | – | 0.01% | 226 |
|
|
2023
Q3 | $30.7K | Sell |
20,500
-2,000
| -9% | -$3K | 0.01% | 214 |
|
|
2023
Q2 | $46.4K | Hold |
22,500
| – | – | 0.02% | 208 |
|
|
2023
Q1 | $40.5K | Hold |
22,500
| – | – | 0.01% | 213 |
|
|
2022
Q4 | $28.7K | Hold |
22,500
| – | – | 0.01% | 218 |
|
|
2022
Q3 | $39K | Hold |
22,500
| – | – | 0.02% | 197 |
|
|
2022
Q2 | $63K | Hold |
22,500
| – | – | 0.03% | 208 |
|
|
2022
Q1 | $72K | Hold |
22,500
| – | – | 0.03% | 237 |
|
|
2021
Q4 | $73K | Buy |
+22,500
| New | +$73K | 0.03% | 243 |
|
|
2021
Q3 | – | Sell |
-22,500
| Closed | -$84K | – | 268 |
|
|
2021
Q2 | $84K | Hold |
22,500
| – | – | 0.03% | 248 |
|
|
2021
Q1 | $96K | Buy |
+22,500
| New | +$96K | 0.04% | 242 |
|