MWC
MBM Wealth Consultants’s Omega Healthcare OHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-90
| Closed | -$3K | – | 324 |
|
|
2022
Q4 | $3K | Sell |
90
-534
| -86% | -$17.8K | ﹤0.01% | 295 |
|
|
2022
Q3 | $18K | Hold |
624
| – | – | 0.01% | 193 |
|
|
2022
Q2 | $18K | Hold |
624
| – | – | 0.01% | 203 |
|
|
2022
Q1 | $19K | Sell |
624
-1,358
| -69% | -$41.3K | 0.01% | 220 |
|
|
2021
Q4 | $59K | Sell |
1,982
-1,981
| -50% | -$59K | 0.02% | 146 |
|
|
2021
Q3 | $119K | Sell |
3,963
-8,617
| -68% | -$259K | 0.05% | 122 |
|
|
2021
Q2 | $457K | Buy |
12,580
+1,043
| +9% | +$37.9K | 0.21% | 61 |
|
|
2021
Q1 | $422K | Sell |
11,537
-82
| -0.7% | -$3K | 0.21% | 57 |
|
|
2020
Q4 | $422K | Sell |
11,619
-428
| -4% | -$15.5K | 0.23% | 53 |
|
|
2020
Q3 | $361K | Buy |
12,047
+816
| +7% | +$24.5K | 0.23% | 54 |
|
|
2020
Q2 | $334K | Sell |
11,231
-4,197
| -27% | -$125K | 0.24% | 53 |
|
|
2020
Q1 | $409K | Buy |
15,428
+1,218
| +9% | +$32.3K | 0.34% | 48 |
|
|
2019
Q4 | $602K | Sell |
14,210
-900
| -6% | -$38.1K | 0.45% | 44 |
|
|
2019
Q3 | $631K | Sell |
15,110
-45
| -0.3% | -$1.88K | 0.5% | 42 |
|
|
2019
Q2 | $557K | Buy |
15,155
+357
| +2% | +$13.1K | 0.46% | 47 |
|
|
2019
Q1 | $565K | Buy |
14,798
+110
| +0.7% | +$4.2K | 0.5% | 47 |
|
|
2018
Q4 | $516K | Buy |
+14,688
| New | +$516K | 0.5% | 50 |
|