J.W. Cole Advisors’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 | $1.02M | Buy |
27,745
+2,559
| +10% | +$93.8K | 0.02% | 664 |
|
|
2025
Q1 | $959K | Buy |
+25,186
| New | +$959K | 0.03% | 555 |
|
|
2020
Q4 | – | Sell |
-24,631
| Closed | -$737K | – | 803 |
|
|
2020
Q3 | $737K | Buy |
+24,631
| New | +$737K | 0.06% | 327 |
|
|
2020
Q1 | – | Sell |
-5,969
| Closed | -$253K | – | 374 |
|
|
2019
Q4 | $253K | Buy |
+5,969
| New | +$253K | 0.03% | 458 |
|