BerganKDV Wealth Management’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-234
| Closed | -$1K | – | 983 |
|
|
2019
Q4 | $1K | Hold |
234
| – | – | ﹤0.01% | 881 |
|
|
2019
Q3 | $1K | Hold |
234
| – | – | ﹤0.01% | 673 |
|
|
2019
Q2 | $1K | Hold |
234
| – | – | ﹤0.01% | 715 |
|
|
2019
Q1 | $1K | Buy |
234
+3
| +1% | +$13 | ﹤0.01% | 707 |
|
|
2018
Q4 | $1K | Buy |
231
+4
| +2% | +$17 | ﹤0.01% | 670 |
|
|
2018
Q3 | $4K | Buy |
227
+3
| +1% | +$53 | ﹤0.01% | 552 |
|
|
2018
Q2 | $4K | Buy |
+224
| New | +$4K | ﹤0.01% | 575 |
|