Montag & Associates’s Opko Health OPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-425
| Closed | -$1K | – | 885 |
|
|
2022
Q2 | $1K | Hold |
425
| – | – | ﹤0.01% | 799 |
|
|
2022
Q1 | $1K | Hold |
425
| – | – | ﹤0.01% | 818 |
|
|
2021
Q4 | $2K | Hold |
425
| – | – | ﹤0.01% | 799 |
|
|
2021
Q3 | $2K | Hold |
425
| – | – | ﹤0.01% | 797 |
|
|
2021
Q2 | $2K | Hold |
425
| – | – | ﹤0.01% | 788 |
|
|
2021
Q1 | $2K | Hold |
425
| – | – | ﹤0.01% | 793 |
|
|
2020
Q4 | $2K | Buy |
+425
| New | +$2K | ﹤0.01% | 769 |
|
|
2019
Q1 | – | Sell |
-24,350
| Closed | -$73K | – | 314 |
|
|
2018
Q4 | $73K | Sell |
24,350
-43,940
| -64% | -$132K | 0.01% | 285 |
|
|
2018
Q3 | $236K | Buy |
+68,290
| New | +$236K | 0.02% | 298 |
|