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