Nisa Investment Advisors’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$153 | – | 2719 |
|
|
2023
Q3 | $153 | Hold |
4
| – | – | ﹤0.01% | 2699 |
|
|
2023
Q2 | $161 | Buy |
+4
| New | +$161 | ﹤0.01% | 2731 |
|
|
2021
Q4 | – | Sell |
-4,000
| Closed | -$181 | – | 2299 |
|
|
2021
Q3 | $181 | Hold |
4,000
| – | – | ﹤0.01% | 1441 |
|
|
2021
Q2 | $203 | Sell |
4,000
-1,700
| -30% | -$86 | ﹤0.01% | 1402 |
|
|
2021
Q1 | $228 | Hold |
5,700
| – | – | ﹤0.01% | 1441 |
|
|
2020
Q4 | $179K | Buy |
+5,700
| New | +$179K | ﹤0.01% | 1517 |
|
|
2020
Q1 | – | Sell |
-550
| Closed | -$15K | – | 2117 |
|
|
2019
Q4 | $15K | Buy |
+550
| New | +$15K | ﹤0.01% | 1749 |
|