Baker Tilly Wealth Management’s Omega Flex OFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,883
| Closed | -$204K | – | 372 |
|
|
2024
Q1 | $204K | Buy |
+2,883
| New | +$204K | 0.04% | 403 |
|
|
2023
Q3 | – | Sell |
-3,057
| Closed | -$317K | – | 527 |
|
|
2023
Q2 | $317K | Sell |
3,057
-248
| -8% | -$25.7K | 0.03% | 444 |
|
|
2023
Q1 | $368K | Sell |
3,305
-253
| -7% | -$28.2K | 0.04% | 406 |
|
|
2022
Q4 | $332K | Sell |
3,558
-456
| -11% | -$42.6K | 0.04% | 413 |
|
|
2022
Q3 | $372K | Buy |
4,014
+1,318
| +49% | +$122K | 0.05% | 364 |
|
|
2022
Q2 | $290K | Sell |
2,696
-48
| -2% | -$5.16K | 0.04% | 418 |
|
|
2022
Q1 | $356K | Buy |
+2,744
| New | +$356K | 0.04% | 407 |
|