Curi Wealth Management’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,000
| Closed | -$28K | – | 536 |
|
2022
Q2 | $28K | Hold |
1,000
| – | – | 0.01% | 271 |
|
2022
Q1 | $31K | Hold |
1,000
| – | – | 0.01% | 252 |
|
2021
Q4 | $29K | Buy |
+1,000
| New | +$29K | 0.01% | 214 |
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$36K | – | 365 |
|
2020
Q4 | $36K | Buy |
+1,000
| New | +$36K | 0.03% | 171 |
|