WAM
WFA Asset Management’s Oportun Financial OPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-350
| Closed | -$1.35K | – | 253 |
|
|
2023
Q1 | $1.35K | Hold |
350
| – | – | ﹤0.01% | 226 |
|
|
2022
Q4 | $1.93K | Hold |
350
| – | – | ﹤0.01% | 207 |
|
|
2022
Q3 | $1.53K | Hold |
350
| – | – | ﹤0.01% | 221 |
|
|
2022
Q2 | $2.9K | Hold |
350
| – | – | ﹤0.01% | 197 |
|
|
2022
Q1 | $5.03K | Buy |
+350
| New | +$5.03K | ﹤0.01% | 174 |
|