Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-675
| Closed | -$19K | – | 1308 |
|
|
2021
Q1 | $19K | Hold |
675
| – | – | ﹤0.01% | 1110 |
|
|
2020
Q4 | $15K | Hold |
675
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q3 | $14K | Sell |
675
-205
| -23% | -$4.25K | ﹤0.01% | 969 |
|
|
2020
Q2 | $23K | Sell |
880
-50
| -5% | -$1.31K | ﹤0.01% | 954 |
|
|
2020
Q1 | $26K | Buy |
930
+255
| +38% | +$7.13K | ﹤0.01% | 783 |
|
|
2019
Q4 | $22K | Hold |
675
| – | – | ﹤0.01% | 889 |
|
|
2019
Q3 | $21K | Hold |
675
| – | – | ﹤0.01% | 825 |
|
|
2019
Q2 | $18K | Sell |
675
-5,125
| -88% | -$137K | ﹤0.01% | 876 |
|
|
2019
Q1 | $160K | Buy |
+5,800
| New | +$160K | 0.02% | 324 |
|