Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $74.5K | Buy |
1,967
+26
| +1% | +$984 | 0.01% | 254 |
|
|
2024
Q3 | $79K | Buy |
1,941
+26
| +1% | +$1.06K | 0.01% | 259 |
|
|
2024
Q2 | $65.6K | Buy |
1,915
+33
| +2% | +$1.13K | 0.01% | 267 |
|
|
2024
Q1 | $59.6K | Sell |
1,882
-1,099
| -37% | -$34.8K | 0.01% | 275 |
|
|
2023
Q4 | $91.4K | Buy |
2,981
+53
| +2% | +$1.63K | 0.02% | 227 |
|
|
2023
Q3 | $97.1K | Buy |
2,928
+53
| +2% | +$1.76K | 0.02% | 214 |
|
|
2023
Q2 | $88.2K | Buy |
2,875
+56
| +2% | +$1.72K | 0.02% | 219 |
|
|
2023
Q1 | $77.3K | Buy |
2,819
+55
| +2% | +$1.51K | 0.02% | 230 |
|
|
2022
Q4 | $77.3K | Sell |
2,764
-198
| -7% | -$5.53K | 0.02% | 226 |
|
|
2022
Q3 | $88K | Buy |
2,962
+45
| +2% | +$1.34K | 0.02% | 210 |
|
|
2022
Q2 | $82K | Buy |
2,917
+55
| +2% | +$1.55K | 0.02% | 213 |
|
|
2022
Q1 | $89K | Buy |
2,862
+49
| +2% | +$1.52K | 0.02% | 203 |
|
|
2021
Q4 | $83K | Buy |
2,813
+49
| +2% | +$1.45K | 0.02% | 218 |
|
|
2021
Q3 | $83K | Buy |
2,764
+30
| +1% | +$901 | 0.02% | 209 |
|
|
2021
Q2 | $99K | Buy |
2,734
+39
| +1% | +$1.41K | 0.03% | 188 |
|
|
2021
Q1 | $99 | Buy |
2,695
+35
| +1% | +$1 | 0.03% | 184 |
|
|
2020
Q4 | $97K | Buy |
2,660
+39
| +1% | +$1.42K | 0.03% | 179 |
|
|
2020
Q3 | $78K | Sell |
2,621
-60
| -2% | -$1.79K | 0.03% | 178 |
|
|
2020
Q2 | $80K | Buy |
2,681
+50
| +2% | +$1.49K | 0.03% | 181 |
|
|
2020
Q1 | $70K | Buy |
2,631
+28
| +1% | +$745 | 0.03% | 183 |
|
|
2019
Q4 | $110K | Buy |
+2,603
| New | +$110K | 0.05% | 171 |
|