OPES WEALTH MANAGEMENT LLC – Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$5.03M
portfolio value
OPES WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.68% | 3.20K shares | -11K | $55.81 | 90.13K |
| Q2 2022 | share | Decrease | -0.51% | -449 shares | -1.49M | $57.99 | 86.93K |
| Q1 2022 | share | Increase | +3.28% | 2.77K shares | -389K | $74.82 | 87.38K |
| Q4 2021 | share | Decrease | -25.24% | -14.27K shares | -1.45M | $165.03 | 42.30K |
| Q3 2021 | share | Decrease | -1.43% | -822 shares | 0 | $148.09 | 56.58K |
| Q2 2021 | share | Decrease | -1.54% | -895 shares | 813K | $145.82 | 57.40K |
| Q1 2021 | share | Increase | +8.72% | 4.67K shares | 680K | $129.53 | 58.29K |
| Q4 2020 | share | Decrease | -26.96% | -19.78K shares | -1.56M | $128.03 | 53.62K |
| Q3 2020 | share | Decrease | -3.50% | -2.66K shares | 730K | $114.67 | 73.41K |
| Q2 2020 | share | Decrease | -3.83% | -3.02K shares | 1.42M | $100.94 | 76.07K |
| Q1 2020 | share | Decrease | -25.43% | -26.96K shares | -3.55M | $79.05 | 79.1K |
| Q4 2019 | share | Decrease | -15.67% | -19.71K shares | -712K | $92.01 | 106.06K |
| Q3 2019 | share | Decrease | -4.06% | -5.31K shares | -342K | $83.02 | 125.78K |
| Q2 2019 | share | Decrease | -0.28% | -366 shares | 467K | $82.02 | 131.09K |
| Q1 2019 | share | Increase | 0.00% | 131.46K shares | 10.44M | $78.11 | 131.46K |