Bruderman Asset Management’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,063
| Closed | -$99K | – | 259 |
|
|
2017
Q2 | $99K | Buy |
+3,063
| New | +$99K | 0.03% | 157 |
|
|
2017
Q1 | – | Sell |
-3,128
| Closed | -$110K | – | 255 |
|
|
2016
Q4 | $110K | Buy |
3,128
+19
| +0.6% | +$668 | 0.03% | 143 |
|
|
2016
Q3 | $108K | Sell |
3,109
-679
| -18% | -$23.6K | 0.03% | 155 |
|
|
2016
Q2 | $142K | Buy |
3,788
+1,398
| +58% | +$52.4K | 0.04% | 134 |
|
|
2016
Q1 | $97K | Buy |
2,390
+574
| +32% | +$23.3K | 0.03% | 153 |
|
|
2015
Q4 | $65K | Buy |
1,816
+1,116
| +159% | +$39.9K | 0.02% | 185 |
|
|
2015
Q3 | $22K | Sell |
700
-321
| -31% | -$10.1K | 0.01% | 270 |
|
|
2015
Q2 | $35K | Sell |
1,021
-83
| -8% | -$2.85K | 0.01% | 254 |
|
|
2015
Q1 | $37K | Buy |
+1,104
| New | +$37K | 0.01% | 247 |
|