EWM
Evercore Wealth Management’s Omega Healthcare OHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-42
| Closed | -$1K | – | 1018 |
|
|
2017
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 967 |
|
|
2016
Q4 | $1K | Sell |
42
-72
| -63% | -$1.71K | ﹤0.01% | 983 |
|
|
2016
Q3 | $4K | Sell |
114
-2,891
| -96% | -$101K | ﹤0.01% | 960 |
|
|
2016
Q2 | $102K | Buy |
3,005
+651
| +28% | +$22.1K | ﹤0.01% | 456 |
|
|
2016
Q1 | $83K | Buy |
2,354
+1,776
| +307% | +$62.6K | ﹤0.01% | 486 |
|
|
2015
Q4 | $20K | Buy |
578
+45
| +8% | +$1.56K | ﹤0.01% | 769 |
|
|
2015
Q3 | $19K | Hold |
533
| – | – | ﹤0.01% | 752 |
|
|
2015
Q2 | $18K | Buy |
+533
| New | +$18K | ﹤0.01% | 812 |
|
|
2013
Q4 | – | Sell |
-92
| Closed | -$2K | – | 951 |
|
|
2013
Q3 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 961 |
|