TWA
TCI Wealth Advisors’s Oportun Financial OPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-686
| Closed | -$2.65K | – | 1592 |
|
|
2023
Q1 | $2.65K | Hold |
686
| – | – | ﹤0.01% | 1900 |
|
|
2022
Q4 | $3.78K | Buy |
+686
| New | +$3.78K | ﹤0.01% | 1712 |
|
|
2022
Q3 | – | Sell |
-368
| Closed | -$3K | – | 2491 |
|
|
2022
Q2 | $3K | Buy |
368
+85
| +30% | +$693 | ﹤0.01% | 1856 |
|
|
2022
Q1 | $4K | Buy |
+283
| New | +$4K | ﹤0.01% | 1757 |
|