LP
ORM
Luzich Partners’s Owens Realty Mortgage, Inc. ORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-54,269
| Closed | -$869K | – | 17 |
|
|
2017
Q4 | $869K | Sell |
54,269
-13,221
| -20% | -$212K | 0.71% | 15 |
|
|
2017
Q3 | $1.23M | Hold |
67,490
| – | – | 1.03% | 16 |
|
|
2017
Q2 | $1.15M | Hold |
67,490
| – | – | 1.13% | 14 |
|
|
2017
Q1 | $1.2M | Hold |
67,490
| – | – | 1.11% | 14 |
|
|
2016
Q4 | $1.25M | Buy |
+67,490
| New | +$1.25M | 1.14% | 17 |
|