Laird Norton Wetherby Wealth Management’s OptimizeRx OPRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,535
| Closed | -$234K | – | 911 |
|
|
2022
Q2 | $234K | Buy |
8,535
+153
| +2% | +$4.2K | 0.02% | 763 |
|
|
2022
Q1 | $316K | Buy |
8,382
+17
| +0.2% | +$641 | 0.02% | 703 |
|
|
2021
Q4 | $520K | Buy |
8,365
+31
| +0.4% | +$1.93K | 0.03% | 504 |
|
|
2021
Q3 | $713K | Sell |
8,334
-72
| -0.9% | -$6.16K | 0.04% | 383 |
|
|
2021
Q2 | $520K | Buy |
+8,406
| New | +$520K | 0.03% | 490 |
|
|
2021
Q1 | – | Sell |
-8,334
| Closed | -$260K | – | 854 |
|
|
2020
Q4 | $260K | Buy |
+8,334
| New | +$260K | 0.02% | 711 |
|