KCS Wealth Advisory’s Oppenheimer Holdings OPY Stock Holding History

KCS Wealth Advisory’s Portfolio OPY Stock Details OPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.19M	Sell
2023 Q2	$1.36M	Sell
2023 Q1	$1.35M	Sell
2022 Q4	$1.67M	Buy
2022 Q3	$1.19M	Buy
2022 Q2	$975K	Buy
2022 Q1	$370K	Buy
2021 Q4	$282K	Buy