Financial Synergies Wealth Advisors’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12
| Closed | -$336 | – | 541 |
|
|
2023
Q4 | $336 | Buy |
+12
| New | +$336 | ﹤0.01% | 410 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$329 | – | 525 |
|
|
2023
Q1 | $329 | Hold |
12
| – | – | ﹤0.01% | 455 |
|
|
2022
Q4 | $336 | Hold |
12
| – | – | ﹤0.01% | 410 |
|
|
2022
Q3 | $354 | Hold |
12
| – | – | ﹤0.01% | 393 |
|
|
2022
Q2 | $339 | Buy |
+12
| New | +$339 | ﹤0.01% | 424 |
|