Principle Wealth Partners’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,180
| Closed | -$211K | – | 344 |
|
|
2024
Q3 | $211K | Buy |
+5,180
| New | +$211K | 0.01% | 324 |
|
|
2022
Q2 | – | Sell |
-6,689
| Closed | -$208K | – | 319 |
|
|
2022
Q1 | $208K | Buy |
+6,689
| New | +$208K | 0.02% | 306 |
|
|
2021
Q4 | – | Sell |
-8,198
| Closed | -$246K | – | 326 |
|
|
2021
Q3 | $246K | Hold |
8,198
| – | – | 0.03% | 279 |
|
|
2021
Q2 | $298K | Hold |
8,198
| – | – | 0.03% | 256 |
|
|
2021
Q1 | $300K | Hold |
8,198
| – | – | 0.04% | 236 |
|
|
2020
Q4 | $298K | Buy |
+8,198
| New | +$298K | 0.04% | 226 |
|