WealthPlan Investment Management’s OptimizeRx OPRX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,000	Closed	-$14.3K	–	288
2023 Q2	$14.3K	Hold	1,000	–	–	﹤0.01%	263
2023 Q1	$14.6K	Buy	+1,000	New	+$14.6K	﹤0.01%	309