Sequoia 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-103,971
| Closed | -$130K | – | 858 |
|
2022
Q4 | $130K | Buy |
+103,971
| New | +$130K | ﹤0.01% | 756 |
|
2022
Q2 | – | Sell |
-94,071
| Closed | -$324K | – | 659 |
|
2022
Q1 | $324K | Buy |
94,071
+10,000
| +12% | +$34.4K | 0.01% | 477 |
|
2021
Q4 | $404K | Buy |
+84,071
| New | +$404K | 0.01% | 373 |
|
2021
Q3 | – | Sell |
-79,071
| Closed | -$320K | – | 393 |
|
2021
Q2 | $320K | Buy |
79,071
+1,040
| +1% | +$4.21K | 0.01% | 363 |
|
2021
Q1 | $335K | Buy |
78,031
+61,920
| +384% | +$266K | 0.01% | 319 |
|
2020
Q4 | $64K | Buy |
+16,111
| New | +$64K | ﹤0.01% | 410 |
|