SW
SkyOak Wealth’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,578
| Closed | -$243K | – | 262 |
|
|
2023
Q1 | $243K | Hold |
2,578
| – | – | 0.07% | 191 |
|
|
2022
Q4 | $210K | Buy |
+2,578
| New | +$210K | 0.07% | 201 |
|
|
2022
Q2 | – | Sell |
-2,578
| Closed | -$219K | – | 244 |
|
|
2022
Q1 | $219K | Sell |
2,578
-208
| -7% | -$17.7K | 0.06% | 211 |
|
|
2021
Q4 | $204K | Hold |
2,786
| – | – | 0.05% | 229 |
|
|
2021
Q3 | $202K | Hold |
2,786
| – | – | 0.05% | 220 |
|
|
2021
Q2 | $223K | Hold |
2,786
| – | – | 0.06% | 210 |
|
|
2021
Q1 | $227K | Buy |
+2,786
| New | +$227K | 0.06% | 202 |
|
|
2020
Q1 | – | Sell |
-2,786
| Closed | -$226K | – | 266 |
|
|
2019
Q4 | $226K | Buy |
+2,786
| New | +$226K | 0.07% | 265 |
|