Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,870
| Closed | -$224K | – | 747 |
|
|
2022
Q3 | $224K | Sell |
15,870
-1,062
| -6% | -$15K | 0.01% | 719 |
|
|
2022
Q2 | $339K | Sell |
16,932
-600
| -3% | -$12K | 0.02% | 578 |
|
|
2022
Q1 | $452K | Buy |
17,532
+9,014
| +106% | +$232K | 0.02% | 555 |
|
|
2021
Q4 | $211K | Buy |
+8,518
| New | +$211K | 0.02% | 573 |
|
|
2021
Q2 | $255K | Sell |
8,731
-240
| -3% | -$7.01K | 0.03% | 541 |
|
|
2021
Q1 | $247K | Sell |
8,971
-851
| -9% | -$23.4K | 0.03% | 452 |
|
|
2020
Q4 | $223K | Sell |
9,822
-1,024
| -9% | -$23.2K | 0.03% | 424 |
|
|
2020
Q3 | $225K | Sell |
10,846
-157
| -1% | -$3.26K | 0.04% | 387 |
|
|
2020
Q2 | $286K | Hold |
11,003
| – | – | 0.05% | 326 |
|
|
2020
Q1 | $300K | Buy |
11,003
+128
| +1% | +$3.49K | 0.07% | 271 |
|
|
2019
Q4 | $350K | Buy |
10,875
+462
| +4% | +$14.9K | 0.05% | 284 |
|
|
2019
Q3 | $318K | Buy |
10,413
+32
| +0.3% | +$977 | 0.07% | 279 |
|
|
2019
Q2 | $270K | Sell |
10,381
-419
| -4% | -$10.9K | 0.04% | 323 |
|
|
2019
Q1 | $298K | Buy |
+10,800
| New | +$298K | 0.07% | 289 |
|