Essex Investment Management’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-242,025
| Closed | -$1.87M | – | 317 |
|
|
2024
Q3 | $1.87M | Buy |
242,025
+72,672
| +43% | +$561K | 0.33% | 118 |
|
|
2024
Q2 | $1.69M | Buy |
169,353
+82,697
| +95% | +$827K | 0.32% | 120 |
|
|
2024
Q1 | $1.05M | Buy |
+86,656
| New | +$1.05M | 0.21% | 143 |
|
|
2022
Q3 | – | Sell |
-42,843
| Closed | -$1.17M | – | 431 |
|
|
2022
Q2 | $1.17M | Buy |
42,843
+351
| +0.8% | +$9.61K | 0.19% | 164 |
|
|
2022
Q1 | $1.6M | Buy |
42,492
+1,777
| +4% | +$67K | 0.2% | 158 |
|
|
2021
Q4 | $2.53M | Buy |
40,715
+2,800
| +7% | +$174K | 0.29% | 103 |
|
|
2021
Q3 | $3.24M | Sell |
37,915
-214
| -0.6% | -$18.3K | 0.4% | 78 |
|
|
2021
Q2 | $2.36M | Buy |
38,129
+11,807
| +45% | +$731K | 0.27% | 123 |
|
|
2021
Q1 | $1.28M | Buy |
+26,322
| New | +$1.28M | 0.16% | 208 |
|