Empirical 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
2023
Q2
Sell
-28,064
Closed -$769K 493
2023
Q1
$769K Sell
28,064
-3,337
-11% -$91.5K 0.03% 261
2022
Q4
$878K Buy
31,401
+2,337
+8% +$65.3K 0.04% 225
2022
Q3
$857K Buy
29,064
+1,500
+5% +$44.2K 0.04% 214
2022
Q2
$777K Hold
27,564
0.04% 235
2022
Q1
$859K Buy
27,564
+4,420
+19% +$138K 0.04% 234
2021
Q4
$685K Buy
+23,144
New +$685K 0.03% 281