Benedict Financial Advisors’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-6,149
| Closed | -$249K | – | 99 |
|
|
2016
Q1 | $249K | Sell |
6,149
-3,372
| -35% | -$137K | 0.15% | 87 |
|
|
2015
Q4 | $343K | Sell |
9,521
-6,389
| -40% | -$230K | 0.22% | 75 |
|
|
2015
Q3 | $508K | Sell |
15,910
-4,423
| -22% | -$141K | 0.35% | 65 |
|
|
2015
Q2 | $695K | Sell |
20,333
-4,392
| -18% | -$150K | 0.45% | 61 |
|
|
2015
Q1 | $829K | Sell |
24,725
-287
| -1% | -$9.62K | 0.53% | 57 |
|
|
2014
Q4 | $895K | Buy |
+25,012
| New | +$895K | 0.59% | 56 |
|