TCI Wealth Advisors’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 |
-159
| Closed | -$2.31K | – | 1580 |
|
|
2023
Q1 | $2.31K | Sell |
159
-1
| -0.6% | -$15 | ﹤0.01% | 1932 |
|
|
2022
Q4 | $3.13K | Sell |
160
-114
| -42% | -$2.23K | ﹤0.01% | 1841 |
|
|
2022
Q3 | $7K | Sell |
274
-175
| -39% | -$4.47K | ﹤0.01% | 1275 |
|
|
2022
Q2 | $14K | Sell |
449
-20
| -4% | -$624 | ﹤0.01% | 811 |
|
|
2022
Q1 | $21K | Hold |
469
| – | – | ﹤0.01% | 682 |
|
|
2021
Q4 | $20K | Buy |
469
+65
| +16% | +$2.77K | ﹤0.01% | 718 |
|
|
2021
Q3 | $13K | Buy |
404
+83
| +26% | +$2.67K | ﹤0.01% | 912 |
|
|
2021
Q2 | $14K | Buy |
321
+33
| +11% | +$1.44K | ﹤0.01% | 736 |
|
|
2021
Q1 | $11K | Buy |
288
+131
| +83% | +$5K | ﹤0.01% | 799 |
|
|
2020
Q4 | $4K | Hold |
157
| – | – | ﹤0.01% | 971 |
|
|
2020
Q3 | $4K | Hold |
157
| – | – | ﹤0.01% | 854 |
|
|
2020
Q2 | $1K | Hold |
157
| – | – | ﹤0.01% | 1293 |
|
|
2020
Q1 | $1K | Hold |
157
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q4 | $1K | Hold |
157
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q3 | $1K | Buy |
+157
| New | +$1K | ﹤0.01% | 1345 |
|