Golden State Wealth Management’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $200 | Hold |
5
| – | – | ﹤0.01% | 1528 |
|
2025
Q1 | $204 | Hold |
5
| – | – | ﹤0.01% | 1551 |
|
2024
Q4 | $199 | Buy |
+5
| New | +$199 | ﹤0.01% | 1465 |
|
2019
Q4 | – | Sell |
-1,808
| Closed | -$76K | – | 644 |
|
2019
Q3 | $76K | Sell |
1,808
-7,324
| -80% | -$308K | 0.03% | 355 |
|
2019
Q2 | $335K | Buy |
9,132
+7,157
| +362% | +$263K | 0.11% | 155 |
|
2019
Q1 | $75K | Buy |
+1,975
| New | +$75K | 0.03% | 371 |
|