Spire Wealth Management’s Oppenheimer Holdings OPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-717
Closed -$27.5K 2438
2023
Q3
$27.5K Buy
717
+3
+0.4% +$115 ﹤0.01% 1384
2023
Q2
$28.7K Sell
714
-297
-29% -$11.9K ﹤0.01% 1436
2023
Q1
$39.6K Buy
+1,011
New +$39.6K ﹤0.01% 1296