Creative Planning’s Owens Realty Mortgage, Inc. ORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,536
| Closed | -$26K | – | 4590 |
|
|
2016
Q2 | $26K | Hold |
1,536
| – | – | ﹤0.01% | 2588 |
|
|
2016
Q1 | $25K | Hold |
1,536
| – | – | ﹤0.01% | 2593 |
|
|
2015
Q4 | $21K | Hold |
1,536
| – | – | ﹤0.01% | 2795 |
|
|
2015
Q3 | $21K | Buy |
+1,536
| New | +$21K | ﹤0.01% | 2688 |
|
|
2015
Q2 | – | Sell |
-1,536
| Closed | -$23K | – | 3404 |
|
|
2015
Q1 | $23K | Buy |
+1,536
| New | +$23K | ﹤0.01% | 2604 |
|