Principal Financial Group’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-105,598
| Closed | -$1.77M | – | 2488 |
|
|
2022
Q4 | $1.77M | Sell |
105,598
-6,085
| -5% | -$102K | ﹤0.01% | 1783 |
|
|
2022
Q3 | $1.66M | Sell |
111,683
-2,058
| -2% | -$30.5K | ﹤0.01% | 1754 |
|
|
2022
Q2 | $3.12M | Sell |
113,741
-13,476
| -11% | -$369K | ﹤0.01% | 1707 |
|
|
2022
Q1 | $4.8M | Sell |
127,217
-24,032
| -16% | -$906K | ﹤0.01% | 1677 |
|
|
2021
Q4 | $9.39M | Buy |
151,249
+130,349
| +624% | +$8.1M | 0.01% | 1436 |
|
|
2021
Q3 | $1.79M | Buy |
20,900
+17,020
| +439% | +$1.46M | ﹤0.01% | 1891 |
|
|
2021
Q2 | $240K | Buy |
+3,880
| New | +$240K | ﹤0.01% | 2424 |
|