Gary Goldberg Planning Services’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $84K | Sell |
2,386
-260
| -10% | -$9.15K | 0.04% | 164 |
|
2014
Q3 | $87K | Sell |
2,646
-100
| -4% | -$3.29K | 0.04% | 168 |
|
2014
Q2 | $93K | Sell |
2,746
-1,751
| -39% | -$59.3K | 0.04% | 165 |
|
2014
Q1 | $158K | Buy |
4,497
+1,918
| +74% | +$67.4K | 0.08% | 119 |
|
2013
Q4 | $94K | Buy |
2,579
+1,195
| +86% | +$43.6K | 0.05% | 140 |
|
2013
Q3 | $48K | Buy |
1,384
+143
| +12% | +$4.96K | 0.03% | 203 |
|
2013
Q2 | $42K | Buy |
+1,241
| New | +$42K | 0.03% | 201 |
|