EverSource Wealth Advisors’s Office Properties Income Trust OPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-244
| Closed | -$244 | – | 4138 |
|
|
2024
Q4 | $244 | Hold |
244
| – | – | ﹤0.01% | 3390 |
|
|
2024
Q3 | $532 | Hold |
244
| – | – | ﹤0.01% | 2866 |
|
|
2024
Q2 | $608 | Buy |
+244
| New | +$608 | ﹤0.01% | 2846 |
|
|
2024
Q1 | – | Sell |
-199
| Closed | -$1.46K | – | 2967 |
|
|
2023
Q4 | $1.46K | Hold |
199
| – | – | ﹤0.01% | 2273 |
|
|
2023
Q3 | $816 | Sell |
199
-502
| -72% | -$2.06K | ﹤0.01% | 2298 |
|
|
2023
Q2 | $5.4K | Buy |
701
+498
| +245% | +$3.84K | ﹤0.01% | 1699 |
|
|
2023
Q1 | $2.5K | Sell |
203
-1,000
| -83% | -$12.3K | ﹤0.01% | 1866 |
|
|
2022
Q4 | $16.1K | Buy |
1,203
+1,001
| +496% | +$13.4K | ﹤0.01% | 1137 |
|
|
2022
Q3 | $3K | Buy |
+202
| New | +$3K | ﹤0.01% | 1563 |
|
|
2022
Q2 | – | Sell |
-278
| Closed | -$7K | – | 1845 |
|
|
2022
Q1 | $7K | Hold |
278
| – | – | ﹤0.01% | 1142 |
|
|
2021
Q4 | $7K | Buy |
+278
| New | +$7K | ﹤0.01% | 1126 |
|