PWM
OPTN
Palumbo Wealth Management’s OptiNose OPTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-78,378
| Closed | -$52.5K | – | 183 |
|
|
2024
Q3 | $52.5K | Sell |
78,378
-57,153
| -42% | -$38.3K | 0.02% | 155 |
|
|
2024
Q2 | $141K | Buy |
135,531
+16,503
| +14% | +$17.2K | 0.06% | 135 |
|
|
2024
Q1 | $174K | Buy |
119,028
+93,069
| +359% | +$136K | 0.08% | 124 |
|
|
2023
Q4 | $33.5K | Buy |
+25,959
| New | +$33.5K | 0.02% | 121 |
|