Perigon Wealth Management’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-852
| Closed | -$31K | – | 850 |
|
|
2020
Q4 | $31K | Buy |
+852
| New | +$31K | ﹤0.01% | 883 |
|
|
2018
Q2 | – | Sell |
-370
| Closed | -$10K | – | 492 |
|
|
2018
Q1 | $10K | Hold |
370
| – | – | ﹤0.01% | 513 |
|
|
2017
Q4 | $10K | Hold |
370
| – | – | ﹤0.01% | 490 |
|
|
2017
Q3 | $12K | Buy |
+370
| New | +$12K | ﹤0.01% | 495 |
|