OPES WEALTH MANAGEMENT LLC – Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
1.01M
portfolio value
OPES WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.99% | -830 shares | -67K | 26.91K | |
| Q2 2022 | share | Decrease | -8.72% | -2.65K shares | -269K | 27.74K | |
| Q1 2022 | share | Increase | +7.70% | 2.17K shares | 98K | 30.39K | |
| Q4 2021 | share | Increase | +3.00% | 822 shares | 116K | 28.22K | |
| Q3 2021 | share | Decrease | -4.17% | -1.19K shares | -63K | 27.39K | |
| Q2 2021 | share | Decrease | -7.62% | -2.35K shares | -52K | 28.59K | |
| Q1 2021 | share | Decrease | -0.20% | -61 shares | 172K | 30.94K | |
| Q4 2020 | share | Decrease | -8.85% | -3.01K shares | 95K | 31.00K | |
| Q3 2020 | share | Increase | +1.77% | 593 shares | 37K | 34.01K | |
| Q2 2020 | share | Increase | +24.03% | 6.47K shares | 296K | 33.42K | |
| Q1 2020 | share | Decrease | -7.43% | -2.16K shares | -457K | 26.95K | |
| Q4 2019 | share | Decrease | -15.73% | -5.43K shares | -146K | 29.11K | |
| Q3 2019 | share | Increase | +1.61% | 546 shares | 23K | 34.54K | |
| Q2 2019 | share | Decrease | -2.76% | -964 shares | -20K | 34.00K | |
| Q1 2019 | share | Increase | 0.00% | 34.96K shares | 1.25M | 34.96K |