Sutton Wealth Advisors’s Office Properties Income Trust OPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,455
| Closed | -$32.8K | – | 1331 |
|
|
2022
Q4 | $32.8K | Buy |
2,455
+2,409
| +5,237% | +$32.2K | 0.01% | 518 |
|
|
2022
Q3 | $646 | Buy |
46
+28
| +156% | +$393 | ﹤0.01% | 1413 |
|
|
2022
Q2 | $359 | Sell |
18
-494
| -96% | -$9.85K | ﹤0.01% | 1517 |
|
|
2022
Q1 | $13.2K | Hold |
512
| – | – | ﹤0.01% | 857 |
|
|
2021
Q4 | $12.7K | Buy |
512
+31
| +6% | +$770 | ﹤0.01% | 854 |
|
|
2021
Q3 | $12.2K | Buy |
481
+123
| +34% | +$3.12K | ﹤0.01% | 844 |
|
|
2021
Q2 | $10.5K | Buy |
+358
| New | +$10.5K | ﹤0.01% | 900 |
|
|
2020
Q4 | – | Sell |
-1,436
| Closed | -$29.8K | – | 1244 |
|
|
2020
Q3 | $29.8K | Hold |
1,436
| – | – | 0.01% | 434 |
|
|
2020
Q2 | $37.3K | Hold |
1,436
| – | – | 0.02% | 372 |
|
|
2020
Q1 | $39.1K | Buy |
1,436
+169
| +13% | +$4.61K | 0.02% | 322 |
|
|
2019
Q4 | $40.7K | Hold |
1,267
| – | – | 0.02% | 366 |
|
|
2019
Q3 | $38.8K | Hold |
1,267
| – | – | 0.02% | 373 |
|
|
2019
Q2 | $33.3K | Buy |
1,267
+491
| +63% | +$12.9K | 0.02% | 420 |
|
|
2019
Q1 | $21.4K | Buy |
776
+253
| +48% | +$6.99K | 0.01% | 549 |
|
|
2018
Q4 | $14.4K | Buy |
+523
| New | +$14.4K | 0.01% | 637 |
|
|
2018
Q3 | – | Sell |
-424
| Closed | -$26.9K | – | 1154 |
|
|
2018
Q2 | $26.9K | Buy |
424
+135
| +47% | +$8.55K | 0.02% | 477 |
|
|
2018
Q1 | $15.8K | Hold |
289
| – | – | 0.01% | 663 |
|
|
2017
Q4 | $21.4K | Hold |
289
| – | – | 0.02% | 531 |
|
|
2017
Q3 | $21.7K | Hold |
289
| – | – | 0.02% | 519 |
|
|
2017
Q2 | $21.1K | Hold |
289
| – | – | 0.02% | 505 |
|
|
2017
Q1 | $24.2K | Hold |
289
| – | – | 0.02% | 444 |
|
|
2016
Q4 | $22K | Hold |
289
| – | – | 0.02% | 460 |
|
|
2016
Q3 | $26.1K | Hold |
289
| – | – | 0.02% | 389 |
|
|
2016
Q2 | $26.6K | Hold |
289
| – | – | 0.03% | 371 |
|
|
2016
Q1 | $20.6K | Buy |
+289
| New | +$20.6K | 0.02% | 431 |
|