KCS Wealth Advisory’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.19M | Sell |
31,131
-2,766
| -8% | -$106K | 0.51% | 57 |
|
|
2023
Q2 | $1.36M | Sell |
33,897
-712
| -2% | -$28.6K | 0.47% | 56 |
|
|
2023
Q1 | $1.35M | Sell |
34,609
-4,874
| -12% | -$191K | 0.51% | 55 |
|
|
2022
Q4 | $1.67M | Buy |
39,483
+1,015
| +3% | +$43K | 0.69% | 48 |
|
|
2022
Q3 | $1.19M | Buy |
38,468
+8,966
| +30% | +$278K | 0.55% | 61 |
|
|
2022
Q2 | $975K | Buy |
29,502
+21,021
| +248% | +$695K | 0.43% | 78 |
|
|
2022
Q1 | $370K | Buy |
8,481
+2,394
| +39% | +$104K | 0.17% | 117 |
|
|
2021
Q4 | $282K | Buy |
+6,087
| New | +$282K | 0.11% | 140 |
|