Jamison Private 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
Q4 | – | Sell |
-3,764
| Closed | -$153K | – | 381 |
|
2024
Q3 | $153K | Sell |
3,764
-70
| -2% | -$2.85K | 0.02% | 205 |
|
2024
Q2 | $131K | Sell |
3,834
-747
| -16% | -$25.6K | 0.02% | 200 |
|
2024
Q1 | $145K | Buy |
4,581
+1,023
| +29% | +$32.4K | 0.02% | 193 |
|
2023
Q4 | $109K | Buy |
3,558
+23
| +0.7% | +$705 | 0.02% | 201 |
|
2023
Q3 | $117K | Buy |
+3,535
| New | +$117K | 0.02% | 187 |
|