Nationwide Fund Advisors’s Owens Realty Mortgage, Inc. ORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,567
| Closed | -$101K | – | 2835 |
|
|
2017
Q3 | $101K | Hold |
5,567
| – | – | ﹤0.01% | 2897 |
|
|
2017
Q2 | $94K | Hold |
5,567
| – | – | ﹤0.01% | 2930 |
|
|
2017
Q1 | $99K | Sell |
5,567
-610
| -10% | -$10.8K | ﹤0.01% | 2852 |
|
|
2016
Q4 | $114K | Sell |
6,177
-1,900
| -24% | -$35.1K | ﹤0.01% | 2833 |
|
|
2016
Q3 | $140K | Sell |
8,077
-1,500
| -16% | -$26K | ﹤0.01% | 2787 |
|
|
2016
Q2 | $159K | Buy |
9,577
+7,577
| +379% | +$126K | ﹤0.01% | 2718 |
|
|
2016
Q1 | $32K | Buy |
+2,000
| New | +$32K | ﹤0.01% | 3054 |
|
|
2015
Q2 | – | Sell |
-8,004
| Closed | -$120K | – | 3387 |
|
|
2015
Q1 | $120K | Hold |
8,004
| – | – | ﹤0.01% | 2919 |
|
|
2014
Q4 | $117K | Buy |
8,004
+143
| +2% | +$2.09K | ﹤0.01% | 2869 |
|
|
2014
Q3 | $112K | Buy |
7,861
+146
| +2% | +$2.08K | ﹤0.01% | 2945 |
|
|
2014
Q2 | $150K | Buy |
+7,715
| New | +$150K | ﹤0.01% | 2878 |
|