HGWM
Harvest Group Wealth Management’s Omega Healthcare OHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,159
| Closed | -$115K | – | 496 |
|
|
2020
Q4 | $115K | Buy |
3,159
+3
| +0.1% | +$109 | 0.07% | 62 |
|
|
2020
Q3 | $95K | Buy |
3,156
+32
| +1% | +$963 | 0.07% | 61 |
|
|
2020
Q2 | $92K | Buy |
3,124
+19
| +0.6% | +$560 | 0.08% | 55 |
|
|
2020
Q1 | $82K | Sell |
3,105
-73
| -2% | -$1.93K | 0.08% | 63 |
|
|
2019
Q4 | $134K | Buy |
3,178
+32
| +1% | +$1.35K | 0.12% | 47 |
|
|
2019
Q3 | $131K | Buy |
3,146
+94
| +3% | +$3.91K | 0.16% | 42 |
|
|
2019
Q2 | $112K | Buy |
3,052
+61
| +2% | +$2.24K | 0.14% | 41 |
|
|
2019
Q1 | $114K | Buy |
+2,991
| New | +$114K | 0.1% | 53 |
|