JFS Wealth Advisors’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-37
| Closed | -$500 | – | 2004 |
|
|
2024
Q2 | $500 | Sell |
37
-1
| -3% | -$14 | ﹤0.01% | 1805 |
|
|
2024
Q1 | $1.05K | Buy |
38
+1
| +3% | +$28 | ﹤0.01% | 1646 |
|
|
2023
Q4 | $713 | Sell |
37
-17
| -31% | -$328 | ﹤0.01% | 1726 |
|
|
2023
Q3 | $873 | Buy |
54
+13
| +32% | +$210 | ﹤0.01% | 1627 |
|
|
2023
Q2 | $781 | Buy |
41
+35
| +583% | +$667 | ﹤0.01% | 1669 |
|
|
2023
Q1 | $88 | Sell |
6
-32
| -84% | -$469 | ﹤0.01% | 1897 |
|
|
2022
Q4 | $742 | Buy |
+38
| New | +$742 | ﹤0.01% | 1666 |
|
|
2022
Q3 | – | Sell |
-46
| Closed | -$1K | – | 1868 |
|
|
2022
Q2 | $1K | Buy |
46
+2
| +5% | +$43 | ﹤0.01% | 1603 |
|
|
2022
Q1 | $2K | Buy |
44
+28
| +175% | +$1.27K | ﹤0.01% | 1467 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1490 |
|