Toth Financial Advisory’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-3,000
| Closed | -$12K | – | 465 |
|
2019
Q1 | $12K | Hold |
3,000
| – | – | ﹤0.01% | 290 |
|
2018
Q4 | $19K | Sell |
3,000
-652
| -18% | -$4.13K | 0.01% | 244 |
|
2018
Q3 | $60K | Sell |
3,652
-998
| -21% | -$16.4K | 0.01% | 201 |
|
2018
Q2 | $78K | Buy |
4,650
+3,218
| +225% | +$54K | 0.02% | 188 |
|
2018
Q1 | $22K | Sell |
1,432
-13,968
| -91% | -$215K | 0.01% | 260 |
|
2017
Q4 | $291K | Buy |
+15,400
| New | +$291K | 0.07% | 132 |
|