Mosaic Family Wealth’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,400
| Closed | -$70K | – | 847 |
|
|
2017
Q3 | $70K | Hold |
2,400
| – | – | 0.03% | 294 |
|
|
2017
Q2 | $77K | Hold |
2,400
| – | – | 0.03% | 269 |
|
|
2017
Q1 | $83K | Hold |
2,400
| – | – | 0.04% | 273 |
|
|
2016
Q4 | $85K | Hold |
2,400
| – | – | 0.04% | 273 |
|
|
2016
Q3 | $83K | Hold |
2,400
| – | – | 0.04% | 274 |
|
|
2016
Q2 | $90K | Hold |
2,400
| – | – | 0.04% | 267 |
|
|
2016
Q1 | $97K | Hold |
2,400
| – | – | 0.05% | 243 |
|
|
2015
Q4 | $86K | Buy |
+2,400
| New | +$86K | 0.04% | 241 |
|