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Dorchester Wealth Management’s OptimizeRx OPRX Stock Holding History

Dorchester Wealth Management’s Portfolio OPRX Stock Details OPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,400
Closed -$205K – 157
2021
Q3 		$205K Buy
+2,400
New +$151K 0.05% 139

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Dorchester Wealth Management's OPRX Position: Q4 2021 in Review

Dorchester Wealth Management sold out of OptimizeRx (OPRX) in Q4 2021, closing a stake of 2,400 shares — an estimated $205K sold.

Dorchester Wealth Management first reported a position in OPRX in Q3 2021 and held it in 1 quarter. The position peaked at $205K in Q3 2021. 180 funds tracked by Wall St. Rank hold OPRX as of Q4 2021.

  • Dorchester Wealth Management reported no remaining OptimizeRx position as of Q4 2021 after selling out during the quarter.
  • Dorchester Wealth Management sold 2,400 OptimizeRx shares in Q4 2021, an estimated $205K.
  • Dorchester Wealth Management first reported a position in OptimizeRx in Q3 2021 and held it in 1 quarter.
  • Dorchester Wealth Management's OptimizeRx position peaked at $205K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2021.

Based on Dorchester Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.