Buckingham Strategic Wealth’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,938
| Closed | -$230K | – | 737 |
|
|
2023
Q3 | $230K | Buy |
6,938
+48
| +0.7% | +$1.59K | ﹤0.01% | 598 |
|
|
2023
Q2 | $211K | Buy |
+6,890
| New | +$211K | ﹤0.01% | 627 |
|
|
2022
Q4 | – | Sell |
-6,948
| Closed | -$205K | – | 646 |
|
|
2022
Q3 | $205K | Buy |
+6,948
| New | +$205K | ﹤0.01% | 551 |
|
|
2022
Q2 | – | Sell |
-6,876
| Closed | -$214K | – | 637 |
|
|
2022
Q1 | $214K | Buy |
+6,876
| New | +$214K | ﹤0.01% | 550 |
|