EverSource Wealth Advisors’s Oportun Financial OPRT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-90
| Closed | -$352 | – | 2968 |
|
2023
Q4 | $352 | Hold |
90
| – | – | ﹤0.01% | 2567 |
|
2023
Q3 | $650 | Buy |
+90
| New | +$650 | ﹤0.01% | 2332 |
|
2023
Q1 | – | Sell |
-304
| Closed | -$1.68K | – | 2492 |
|
2022
Q4 | $1.68K | Buy |
+304
| New | +$1.68K | ﹤0.01% | 1968 |
|