SEI Investments’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-29,154
| Closed | -$799K | – | 2709 |
|
2022
Q2 | $799K | Buy |
29,154
+13,124
| +82% | +$360K | ﹤0.01% | 1915 |
|
2022
Q1 | $604K | Sell |
16,030
-6,345
| -28% | -$239K | ﹤0.01% | 2003 |
|
2021
Q4 | $1.39M | Sell |
22,375
-21,529
| -49% | -$1.34M | ﹤0.01% | 1722 |
|
2021
Q3 | $3.76M | Buy |
43,904
+11,224
| +34% | +$960K | 0.01% | 1231 |
|
2021
Q2 | $2.02M | Buy |
32,680
+2,875
| +10% | +$178K | ﹤0.01% | 1517 |
|
2021
Q1 | $1.4M | Buy |
+29,805
| New | +$1.4M | ﹤0.01% | 1614 |
|