Heirloom 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,208
| Closed | -$228K | – | 48 |
|
|
2024
Q1 | $228K | Hold |
7,208
| – | – | 0.08% | 48 |
|
|
2023
Q4 | $221K | Hold |
7,208
| – | – | 0.08% | 48 |
|
|
2023
Q3 | $239K | Hold |
7,208
| – | – | 0.11% | 49 |
|
|
2023
Q2 | $221K | Buy |
+7,208
| New | +$221K | 0.1% | 47 |
|
|
2023
Q1 | – | Sell |
-7,335
| Closed | -$205K | – | 49 |
|
|
2022
Q4 | $205K | Buy |
+7,335
| New | +$205K | 0.13% | 49 |
|