Fiduciary Planning’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-184
| Closed | -$14K | – | 201 |
|
|
2021
Q1 | $14K | Buy |
184
+2
| +1% | +$152 | 0.02% | 140 |
|
|
2020
Q4 | $11K | Buy |
182
+2
| +1% | +$121 | 0.02% | 142 |
|
|
2020
Q3 | $9K | Buy |
+180
| New | +$9K | 0.01% | 115 |
|
|
2020
Q1 | – | Sell |
-2,937
| Closed | -$225K | – | 63 |
|
|
2019
Q4 | $225K | Buy |
+2,937
| New | +$225K | 0.21% | 55 |
|