Financial Architects (New Jersey)’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-800
| Closed | -$44K | – | 604 |
|
|
2020
Q2 | $44K | Hold |
800
| – | – | 0.01% | 441 |
|
|
2020
Q1 | $44K | Hold |
800
| – | – | 0.01% | 403 |
|
|
2019
Q4 | $65K | Sell |
800
-23
| -3% | -$1.87K | 0.01% | 388 |
|
|
2019
Q3 | $64K | Buy |
823
+23
| +3% | +$1.79K | 0.01% | 391 |
|
|
2019
Q2 | $66K | Hold |
800
| – | – | 0.01% | 402 |
|
|
2019
Q1 | $58K | Hold |
800
| – | – | 0.01% | 509 |
|
|
2018
Q4 | $59K | Hold |
800
| – | – | 0.01% | 464 |
|
|
2018
Q3 | $54K | Sell |
800
-11
| -1% | -$743 | 0.01% | 525 |
|
|
2018
Q2 | $62K | Buy |
811
+11
| +1% | +$841 | 0.01% | 504 |
|
|
2018
Q1 | $58K | Hold |
800
| – | – | 0.01% | 514 |
|
|
2017
Q4 | $58K | Hold |
800
| – | – | 0.01% | 558 |
|
|
2017
Q3 | $59K | Sell |
800
-32
| -4% | -$2.36K | 0.01% | 570 |
|
|
2017
Q2 | $69K | Hold |
832
| – | – | 0.01% | 508 |
|
|
2017
Q1 | $72K | Hold |
832
| – | – | 0.01% | 506 |
|
|
2016
Q4 | $71K | Sell |
832
-24
| -3% | -$2.05K | 0.02% | 474 |
|
|
2016
Q3 | $73K | Hold |
856
| – | – | 0.02% | 471 |
|
|
2016
Q2 | $70K | Buy |
856
+32
| +4% | +$2.62K | 0.02% | 456 |
|
|
2016
Q1 | $69K | Buy |
+824
| New | +$69K | 0.02% | 341 |
|
|
2015
Q3 | – | Sell |
-400
| Closed | -$28K | – | 672 |
|
|
2015
Q2 | $28K | Hold |
400
| – | – | 0.01% | 547 |
|
|
2015
Q1 | $31K | Sell |
400
-58
| -13% | -$4.5K | 0.01% | 478 |
|
|
2014
Q4 | $35K | Buy |
+458
| New | +$35K | 0.02% | 407 |
|
|
2013
Q4 | – | Sell |
-34
| Closed | -$2K | – | 428 |
|
|
2013
Q3 | $2K | Buy |
34
+14
| +70% | +$824 | ﹤0.01% | 690 |
|
|
2013
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 621 |
|