Taylor Wealth Management Partners’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,184
| Closed | -$346K | – | 59 |
|
|
2022
Q1 | $346K | Sell |
9,184
-1,020
| -10% | -$38.4K | 0.14% | 55 |
|
|
2021
Q4 | $634K | Sell |
10,204
-10,164
| -50% | -$632K | 0.22% | 47 |
|
|
2021
Q3 | $1.74M | Sell |
20,368
-465
| -2% | -$39.8K | 0.62% | 45 |
|
|
2021
Q2 | $1.29M | Buy |
20,833
+686
| +3% | +$42.5K | 0.45% | 46 |
|
|
2021
Q1 | $982K | Sell |
20,147
-8,408
| -29% | -$410K | 0.36% | 51 |
|
|
2020
Q4 | $890K | Sell |
28,555
-1,565
| -5% | -$48.8K | 0.34% | 46 |
|
|
2020
Q3 | $628K | Sell |
30,120
-295
| -1% | -$6.15K | 0.29% | 43 |
|
|
2020
Q2 | $396K | Sell |
30,415
-5,810
| -16% | -$75.6K | 0.2% | 42 |
|
|
2020
Q1 | $328K | Sell |
36,225
-4,595
| -11% | -$41.6K | 0.2% | 39 |
|
|
2019
Q4 | $419K | Sell |
40,820
-62,030
| -60% | -$637K | 0.19% | 40 |
|
|
2019
Q3 | $1.49M | Sell |
102,850
-190
| -0.2% | -$2.75K | 0.7% | 30 |
|
|
2019
Q2 | $1.67M | Buy |
103,040
+1,760
| +2% | +$28.5K | 0.78% | 29 |
|
|
2019
Q1 | $1.29M | Buy |
+101,280
| New | +$1.29M | 0.64% | 30 |
|