Avantax Planning Partners’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,247
| Closed | -$359K | – | 376 |
|
|
2021
Q4 | $359K | Hold |
8,247
| – | – | 0.01% | 251 |
|
|
2021
Q3 | $258K | Sell |
8,247
-180
| -2% | -$5.63K | 0.01% | 281 |
|
|
2021
Q2 | $357K | Hold |
8,427
| – | – | 0.02% | 236 |
|
|
2021
Q1 | $317K | Hold |
8,427
| – | – | 0.02% | 234 |
|
|
2020
Q4 | $228K | Sell |
8,427
-10,662
| -56% | -$288K | 0.01% | 259 |
|
|
2020
Q3 | $479K | Buy |
19,089
+190
| +1% | +$4.77K | 0.03% | 184 |
|
|
2020
Q2 | $144K | Sell |
18,899
-1,769
| -9% | -$13.5K | 0.01% | 271 |
|
|
2020
Q1 | $189K | Buy |
+20,668
| New | +$189K | 0.01% | 258 |
|