IFWM
Institute for Wealth Management’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,812
| Closed | -$208K | – | 433 |
|
|
2020
Q2 | $208K | Sell |
3,812
-283
| -7% | -$15.4K | 0.05% | 393 |
|
|
2020
Q1 | $225K | Sell |
4,095
-638
| -13% | -$35.1K | 0.07% | 342 |
|
|
2019
Q4 | $383K | Sell |
4,733
-320
| -6% | -$25.9K | 0.09% | 299 |
|
|
2019
Q3 | $396K | Buy |
+5,053
| New | +$396K | 0.1% | 277 |
|