Graves Light Lenhart Wealth’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-937
| Closed | -$29K | – | 451 |
|
|
2022
Q2 | $29K | Hold |
937
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $41K | Hold |
937
| – | – | 0.01% | 373 |
|
|
2021
Q4 | $41K | Hold |
937
| – | – | 0.01% | 427 |
|
|
2021
Q3 | $29K | Hold |
937
| – | – | ﹤0.01% | 449 |
|
|
2021
Q2 | $40K | Hold |
937
| – | – | 0.01% | 413 |
|
|
2021
Q1 | $35K | Hold |
937
| – | – | 0.01% | 423 |
|
|
2020
Q4 | $25K | Buy |
+937
| New | +$25K | ﹤0.01% | 450 |
|