Hillsdale Investment Management’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-102,800
| Closed | -$2.24M | – | 632 |
|
|
2020
Q2 | $2.24M | Buy |
102,800
+741
| +0.7% | +$16.1K | 0.2% | 149 |
|
|
2020
Q1 | $2.02M | Buy |
102,059
+8,059
| +9% | +$159K | 0.24% | 124 |
|
|
2019
Q4 | $2.58M | Buy |
94,000
+18,000
| +24% | +$495K | 0.22% | 141 |
|
|
2019
Q3 | $2.28M | Buy |
+76,000
| New | +$2.28M | 0.2% | 137 |
|
|
2019
Q1 | – | Sell |
-67,900
| Closed | -$1.74M | – | 664 |
|
|
2018
Q4 | $1.74M | Buy |
67,900
+19,000
| +39% | +$485K | 0.21% | 113 |
|
|
2018
Q3 | $1.55M | Buy |
48,900
+3,000
| +7% | +$94.8K | 0.2% | 100 |
|
|
2018
Q2 | $1.29M | Hold |
45,900
| – | – | 0.16% | 146 |
|
|
2018
Q1 | $1.18M | Hold |
45,900
| – | – | 0.16% | 132 |
|
|
2017
Q4 | $1.23M | Buy |
+45,900
| New | +$1.23M | 0.2% | 129 |
|