WFG Advisors’s Opko Health OPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,400
| Closed | -$54K | – | 1955 |
|
|
2014
Q4 | $54K | Hold |
5,400
| – | – | 0.01% | 858 |
|
|
2014
Q3 | $46K | Sell |
5,400
-8,800
| -62% | -$75K | 0.01% | 949 |
|
|
2014
Q2 | $126K | Sell |
14,200
-1,800
| -11% | -$16K | 0.02% | 579 |
|
|
2014
Q1 | $149K | Sell |
16,000
-1,500
| -9% | -$14K | 0.03% | 507 |
|
|
2013
Q4 | $148K | Buy |
17,500
+16,000
| +1,067% | +$135K | 0.02% | 606 |
|
|
2013
Q3 | $13K | Hold |
1,500
| – | – | ﹤0.01% | 1438 |
|
|
2013
Q2 | $11K | Buy |
+1,500
| New | +$11K | ﹤0.01% | 1419 |
|