HWAM
Hennion & Walsh Asset Management’s Oportun Financial OPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,588
| Closed | -$50K | – | 888 |
|
|
2024
Q1 | $50K | Sell |
20,588
-812
| -4% | -$1.97K | ﹤0.01% | 840 |
|
|
2023
Q4 | $83.7K | Sell |
21,400
-654
| -3% | -$2.56K | ﹤0.01% | 811 |
|
|
2023
Q3 | $159K | Sell |
22,054
-28
| -0.1% | -$202 | 0.01% | 762 |
|
|
2023
Q2 | $132K | Sell |
22,082
-305
| -1% | -$1.82K | 0.01% | 774 |
|
|
2023
Q1 | $86K | Sell |
22,387
-465
| -2% | -$1.79K | 0.01% | 760 |
|
|
2022
Q4 | $126K | Buy |
22,852
+383
| +2% | +$2.11K | 0.01% | 752 |
|
|
2022
Q3 | $98K | Buy |
22,469
+2,742
| +14% | +$12K | 0.01% | 754 |
|
|
2022
Q2 | $163K | Buy |
+19,727
| New | +$163K | 0.01% | 736 |
|