Advisors Asset Management’s Owens Realty Mortgage, Inc. ORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $424K | Sell |
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|
2018
Q2 | $739K | Sell |
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|
2018
Q1 | $657K | Sell |
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|
2017
Q4 | $764K | Buy |
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|
2017
Q3 | $836K | Buy |
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|
2017
Q2 | $675K | Buy |
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|
2017
Q1 | $633K | Buy |
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|
2016
Q4 | $607K | Buy |
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|
2016
Q3 | $424K | Buy |
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|
2016
Q2 | $238K | Sell |
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|
2016
Q1 | $254K | Sell |
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|
2015
Q4 | $223K | Sell |
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|
2015
Q3 | $243K | Buy |
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|
2015
Q2 | $220K | Buy |
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|
2015
Q1 | $117K | Buy |
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