Congress Wealth Management’s Opendoor OPEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-90,658
| Closed | -$181K | – | 911 |
|
|
2024
Q3 | $181K | Buy |
90,658
+1,000
| +1% | +$2K | ﹤0.01% | 830 |
|
|
2024
Q2 | $165K | Hold |
89,658
| – | – | ﹤0.01% | 707 |
|
|
2024
Q1 | $272K | Hold |
89,658
| – | – | ﹤0.01% | 522 |
|
|
2023
Q4 | $402K | Hold |
89,658
| – | – | 0.01% | 494 |
|
|
2023
Q3 | $237K | Hold |
89,658
| – | – | ﹤0.01% | 556 |
|
|
2023
Q2 | $360K | Hold |
89,658
| – | – | 0.01% | 460 |
|
|
2023
Q1 | $158K | Sell |
89,658
-29,500
| -25% | -$51.9K | ﹤0.01% | 547 |
|
|
2022
Q4 | $138K | Buy |
119,158
+25,800
| +28% | +$29.9K | ﹤0.01% | 549 |
|
|
2022
Q3 | $291K | Hold |
93,358
| – | – | 0.01% | 475 |
|
|
2022
Q2 | $439K | Hold |
93,358
| – | – | 0.01% | 424 |
|
|
2022
Q1 | $808K | Sell |
93,358
-1,020
| -1% | -$8.83K | 0.02% | 384 |
|
|
2021
Q4 | $1.38M | Buy |
+94,378
| New | +$1.38M | 0.03% | 338 |
|