Plante Moran Financial Advisors’s Opko Health OPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,825
| Closed | -$10K | – | 1037 |
|
|
2022
Q1 | $10K | Hold |
2,825
| – | – | ﹤0.01% | 604 |
|
|
2021
Q4 | $14K | Hold |
2,825
| – | – | ﹤0.01% | 627 |
|
|
2021
Q3 | $10K | Hold |
2,825
| – | – | ﹤0.01% | 694 |
|
|
2021
Q2 | $11K | Hold |
2,825
| – | – | ﹤0.01% | 668 |
|
|
2021
Q1 | $12K | Hold |
2,825
| – | – | ﹤0.01% | 627 |
|
|
2020
Q4 | $11K | Hold |
2,825
| – | – | ﹤0.01% | 618 |
|
|
2020
Q3 | $10K | Hold |
2,825
| – | – | ﹤0.01% | 609 |
|
|
2020
Q2 | $10K | Hold |
2,825
| – | – | ﹤0.01% | 521 |
|
|
2020
Q1 | $4K | Hold |
2,825
| – | – | ﹤0.01% | 599 |
|
|
2019
Q4 | $4K | Hold |
2,825
| – | – | ﹤0.01% | 639 |
|
|
2019
Q3 | $6K | Hold |
2,825
| – | – | ﹤0.01% | 669 |
|
|
2019
Q2 | $7K | Hold |
2,825
| – | – | ﹤0.01% | 605 |
|
|
2019
Q1 | $7K | Hold |
2,825
| – | – | ﹤0.01% | 600 |
|
|
2018
Q4 | $9K | Hold |
2,825
| – | – | ﹤0.01% | 515 |
|
|
2018
Q3 | $10K | Hold |
2,825
| – | – | ﹤0.01% | 494 |
|
|
2018
Q2 | $13K | Hold |
2,825
| – | – | 0.01% | 517 |
|
|
2018
Q1 | $9K | Hold |
2,825
| – | – | ﹤0.01% | 623 |
|
|
2017
Q4 | $14K | Hold |
2,825
| – | – | 0.01% | 548 |
|
|
2017
Q3 | $19K | Sell |
2,825
-1,279
| -31% | -$8.6K | 0.01% | 470 |
|
|
2017
Q2 | $27K | Hold |
4,104
| – | – | 0.02% | 428 |
|
|
2017
Q1 | $33K | Hold |
4,104
| – | – | 0.02% | 385 |
|
|
2016
Q4 | $38K | Hold |
4,104
| – | – | 0.02% | 376 |
|
|
2016
Q3 | $43K | Buy |
4,104
+2,825
| +221% | +$29.6K | 0.03% | 353 |
|
|
2016
Q2 | $12K | Hold |
1,279
| – | – | 0.01% | 500 |
|
|
2016
Q1 | $13K | Sell |
1,279
-44
| -3% | -$447 | 0.01% | 446 |
|
|
2015
Q4 | $13K | Buy |
1,323
+44
| +3% | +$432 | 0.01% | 527 |
|
|
2015
Q3 | $11K | Buy |
+1,279
| New | +$11K | 0.01% | 471 |
|