Copeland Capital Management’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-929
| Closed | -$39K | – | 292 |
|
|
2022
Q4 | $39K | Buy |
929
+14
| +2% | +$588 | ﹤0.01% | 162 |
|
|
2022
Q3 | $28K | Buy |
915
+8
| +0.9% | +$245 | ﹤0.01% | 183 |
|
|
2022
Q2 | $30K | Buy |
907
+206
| +29% | +$6.81K | ﹤0.01% | 188 |
|
|
2022
Q1 | $31K | Buy |
701
+16
| +2% | +$708 | ﹤0.01% | 190 |
|
|
2021
Q4 | $32K | Buy |
685
+16
| +2% | +$747 | ﹤0.01% | 190 |
|
|
2021
Q3 | $30K | Buy |
+669
| New | +$30K | ﹤0.01% | 182 |
|