Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23,533
| Closed | -$408K | – | 3220 |
|
|
2020
Q1 | $408K | Buy |
23,533
+8,981
| +62% | +$156K | ﹤0.01% | 2389 |
|
|
2019
Q4 | $376K | Buy |
14,552
+2,467
| +20% | +$63.7K | ﹤0.01% | 2631 |
|
|
2019
Q3 | $263K | Buy |
12,085
+2,632
| +28% | +$57.3K | ﹤0.01% | 2733 |
|
|
2019
Q2 | $200K | Buy |
+9,453
| New | +$200K | ﹤0.01% | 2890 |
|
|
2018
Q3 | – | Sell |
-4,804
| Closed | -$138K | – | 2962 |
|
|
2018
Q2 | $138K | Sell |
4,804
-181
| -4% | -$5.2K | ﹤0.01% | 1864 |
|
|
2018
Q1 | $140K | Buy |
4,985
+412
| +9% | +$11.6K | ﹤0.01% | 1788 |
|
|
2017
Q4 | $125K | Buy |
4,573
+1,135
| +33% | +$31K | ﹤0.01% | 2031 |
|
|
2017
Q3 | $82K | Sell |
3,438
-568
| -14% | -$13.5K | ﹤0.01% | 2137 |
|
|
2017
Q2 | $97K | Buy |
4,006
+625
| +18% | +$15.1K | ﹤0.01% | 2148 |
|
|
2017
Q1 | $68K | Buy |
3,381
+363
| +12% | +$7.3K | ﹤0.01% | 2315 |
|
|
2016
Q4 | $90K | Sell |
3,018
-8,492
| -74% | -$253K | ﹤0.01% | 2228 |
|
|
2016
Q3 | $407K | Buy |
11,510
+4,272
| +59% | +$151K | ﹤0.01% | 1687 |
|
|
2016
Q2 | $245K | Buy |
7,238
+2,741
| +61% | +$92.8K | ﹤0.01% | 1979 |
|
|
2016
Q1 | $153K | Sell |
4,497
-1,434
| -24% | -$48.8K | ﹤0.01% | 2216 |
|
|
2015
Q4 | $219K | Buy |
5,931
+3,418
| +136% | +$126K | ﹤0.01% | 1986 |
|
|
2015
Q3 | $96K | Buy |
+2,513
| New | +$96K | ﹤0.01% | 2367 |
|