DGS 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
Q2 | – | Sell |
-5,448
| Closed | -$213K | – | 253 |
|
|
2023
Q1 | $213K | Sell |
5,448
-940
| -15% | -$36.8K | 0.12% | 189 |
|
|
2022
Q4 | $270K | Sell |
6,388
-2,324
| -27% | -$98.4K | 0.18% | 156 |
|
|
2022
Q3 | $270K | Sell |
8,712
-812
| -9% | -$25.2K | 0.18% | 128 |
|
|
2022
Q2 | $315K | Buy |
9,524
+4,797
| +101% | +$159K | 0.25% | 98 |
|
|
2022
Q1 | $206K | Buy |
+4,727
| New | +$206K | 0.13% | 168 |
|