Creative Planning’s Opus Bank Common Stock OPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-59,638
| Closed | -$1.63M | – | 1980 |
|
|
2018
Q3 | $1.63M | Sell |
59,638
-2,235
| -4% | -$61.2K | 0.01% | 538 |
|
|
2018
Q2 | $1.78M | Buy |
+61,873
| New | +$1.78M | 0.01% | 494 |
|
|
2017
Q3 | – | Sell |
-5,898
| Closed | -$143K | – | 4087 |
|
|
2017
Q2 | $143K | Hold |
5,898
| – | – | ﹤0.01% | 1720 |
|
|
2017
Q1 | $119K | Hold |
5,898
| – | – | ﹤0.01% | 1833 |
|
|
2016
Q4 | $177K | Sell |
5,898
-3,075
| -34% | -$92.3K | ﹤0.01% | 1461 |
|
|
2016
Q3 | $317K | Buy |
8,973
+3,075
| +52% | +$109K | ﹤0.01% | 1147 |
|
|
2016
Q2 | $199K | Buy |
+5,898
| New | +$199K | ﹤0.01% | 1251 |
|