Evoke Wealth’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-60
| Closed | -$2K | – | 1227 |
|
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q1 | $3K | Sell |
60
-25
| -29% | -$1.25K | ﹤0.01% | 1005 |
|
|
2021
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 951 |
|
|
2021
Q3 | $2K | Hold |
85
| – | – | ﹤0.01% | 1019 |
|
|
2021
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 940 |
|
|
2021
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 967 |
|
|
2020
Q4 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 903 |
|
|
2020
Q3 | – | Sell |
-330
| Closed | -$3K | – | 1098 |
|
|
2020
Q2 | $3K | Sell |
330
-31
| -9% | -$282 | ﹤0.01% | 806 |
|
|
2020
Q1 | $3.3K | Sell |
361
-88
| -20% | -$804 | ﹤0.01% | 708 |
|
|
2019
Q4 | $2.32K | Hold |
449
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q3 | $2.61K | Buy |
+449
| New | +$2.61K | ﹤0.01% | 1154 |
|