Sageworth Trust Company of South Dakota’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-182
| Closed | -$2.65K | – | 154 |
|
|
2023
Q1 | $2.65K | Hold |
182
| – | – | 0.01% | 177 |
|
|
2022
Q4 | $4K | Hold |
182
| – | – | 0.01% | 167 |
|
|
2022
Q3 | $4K | Sell |
182
-47
| -21% | -$1.03K | 0.01% | 157 |
|
|
2022
Q2 | $7K | Buy |
229
+71
| +45% | +$2.17K | 0.01% | 187 |
|
|
2022
Q1 | $7K | Sell |
158
-113
| -42% | -$5.01K | 0.01% | 248 |
|
|
2021
Q4 | $12K | Buy |
+271
| New | +$12K | 0.02% | 335 |
|