Financial Architects (New Jersey)’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$29K | – | 1425 |
|
|
2017
Q3 | $29K | Hold |
1,000
| – | – | 0.01% | 774 |
|
|
2017
Q2 | $32K | Hold |
1,000
| – | – | 0.01% | 730 |
|
|
2017
Q1 | $35K | Hold |
1,000
| – | – | 0.01% | 691 |
|
|
2016
Q4 | $35K | Buy |
1,000
+200
| +25% | +$7K | 0.01% | 673 |
|
|
2016
Q3 | $28K | Hold |
800
| – | – | 0.01% | 748 |
|
|
2016
Q2 | $30K | Buy |
+800
| New | +$30K | 0.01% | 664 |
|
|
2013
Q4 | – | Sell |
-475
| Closed | -$16K | – | 429 |
|
|
2013
Q3 | $16K | Buy |
+475
| New | +$16K | 0.01% | 428 |
|