Capital Directions Investment Advisors’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-455
| Closed | -$43K | – | 236 |
|
|
2022
Q2 | $43K | Buy |
455
+150
| +49% | +$14.2K | 0.01% | 136 |
|
|
2022
Q1 | $26K | Buy |
+305
| New | +$26K | 0.01% | 181 |
|
|
2021
Q4 | – | Sell |
-305
| Closed | -$22K | – | 165 |
|
|
2021
Q3 | $22K | Hold |
305
| – | – | 0.01% | 188 |
|
|
2021
Q2 | $24K | Buy |
+305
| New | +$24K | 0.01% | 162 |
|
|
2021
Q1 | – | Sell |
-155
| Closed | -$10K | – | 292 |
|
|
2020
Q4 | $10K | Sell |
155
-135
| -47% | -$8.71K | ﹤0.01% | 178 |
|
|
2020
Q3 | $14K | Hold |
290
| – | – | 0.01% | 174 |
|
|
2020
Q2 | $16K | Hold |
290
| – | – | 0.01% | 169 |
|
|
2020
Q1 | $16K | Buy |
290
+65
| +29% | +$3.59K | 0.01% | 179 |
|
|
2019
Q4 | $18K | Hold |
225
| – | – | 0.01% | 195 |
|
|
2019
Q3 | $18K | Buy |
+225
| New | +$18K | 0.01% | 189 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$15K | – | 207 |
|
|
2018
Q2 | $15K | Buy |
+200
| New | +$15K | 0.01% | 117 |
|