TWA
TCI Wealth Advisors’s Opko Health OPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,431
| Closed | -$2.09K | – | 1591 |
|
|
2023
Q1 | $2.09K | Buy |
+1,431
| New | +$2.09K | ﹤0.01% | 1960 |
|
|
2022
Q4 | – | Sell |
-39
| Closed | – | – | 2609 |
|
|
2022
Q3 | $0 | Sell |
39
-1,208
| -97% | – | ﹤0.01% | 2490 |
|
|
2022
Q2 | $3K | Buy |
+1,247
| New | +$3K | ﹤0.01% | 1855 |
|
|
2022
Q1 | – | Sell |
-1,374
| Closed | -$7K | – | 2383 |
|
|
2021
Q4 | $7K | Buy |
1,374
+534
| +64% | +$2.72K | ﹤0.01% | 1442 |
|
|
2021
Q3 | $3K | Buy |
+840
| New | +$3K | ﹤0.01% | 1964 |
|
|
2021
Q2 | – | Sell |
-439
| Closed | -$2K | – | 2389 |
|
|
2021
Q1 | $2K | Buy |
439
+339
| +339% | +$1.54K | ﹤0.01% | 1812 |
|
|
2020
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 1595 |
|
|
2020
Q3 | $0 | Sell |
100
-300
| -75% | – | ﹤0.01% | 1602 |
|
|
2020
Q2 | $1K | Sell |
400
-200
| -33% | -$500 | ﹤0.01% | 1296 |
|
|
2020
Q1 | $1K | Buy |
+600
| New | +$1K | ﹤0.01% | 1298 |
|
|
2017
Q1 | – | Sell |
-65
| Closed | -$1K | – | 1360 |
|
|
2016
Q4 | $1K | Hold |
65
| – | – | ﹤0.01% | 1209 |
|
|
2016
Q3 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 1180 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$16K | – | 1003 |
|
|
2015
Q2 | $16K | Buy |
+1,000
| New | +$16K | 0.01% | 438 |
|
|
2014
Q3 | – | Sell |
-187
| Closed | -$2K | – | 903 |
|
|
2014
Q2 | $2K | Hold |
187
| – | – | ﹤0.01% | 768 |
|
|
2014
Q1 | $2K | Hold |
187
| – | – | ﹤0.01% | 729 |
|
|
2013
Q4 | $2K | Buy |
+187
| New | +$2K | ﹤0.01% | 720 |
|