Glassman Wealth Services’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20
| Closed | -$826 | – | 1312 |
|
|
2023
Q4 | $826 | Hold |
20
| – | – | ﹤0.01% | 1599 |
|
|
2023
Q3 | $766 | Hold |
20
| – | – | ﹤0.01% | 1628 |
|
|
2023
Q2 | $804 | Hold |
20
| – | – | ﹤0.01% | 1503 |
|
|
2023
Q1 | $783 | Hold |
20
| – | – | ﹤0.01% | 1508 |
|
|
2022
Q4 | $847 | Buy |
+20
| New | +$847 | ﹤0.01% | 1472 |
|