AEPWM
Atlantic Edge Private Wealth Management’s Omega Healthcare OHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Hold |
3,135
| – | – | 0.03% | 159 |
|
|
2025
Q1 | $119K | Sell |
3,135
-70
| -2% | -$2.67K | 0.04% | 149 |
|
|
2024
Q4 | $121K | Hold |
3,205
| – | – | 0.04% | 150 |
|
|
2024
Q3 | $130K | Hold |
3,205
| – | – | 0.04% | 151 |
|
|
2024
Q2 | $110K | Buy |
3,205
+580
| +22% | +$19.9K | 0.04% | 153 |
|
|
2024
Q1 | $83.1K | Hold |
2,625
| – | – | 0.03% | 161 |
|
|
2023
Q4 | $80.5K | Buy |
+2,625
| New | +$80.5K | 0.03% | 159 |
|