Disciplined Investments’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-12
| Closed | -$228 | – | 1109 |
|
2023
Q2 | $228 | Buy |
12
+9
| +300% | +$171 | ﹤0.01% | 1471 |
|
2023
Q1 | $44 | Sell |
3
-8
| -73% | -$117 | ﹤0.01% | 1642 |
|
2022
Q4 | $215 | Buy |
+11
| New | +$215 | ﹤0.01% | 1422 |
|
2022
Q3 | – | Sell |
-13
| Closed | – | – | 1503 |
|
2022
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 1520 |
|
2022
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1109 |
|