Transform Wealth’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,050
| Closed | -$219K | – | 212 |
|
|
2018
Q2 | $219K | Sell |
7,050
-2,400
| -25% | -$74.6K | 0.04% | 203 |
|
|
2018
Q1 | $256K | Sell |
9,450
-40,538
| -81% | -$1.1M | 0.05% | 212 |
|
|
2017
Q4 | $1.38M | Sell |
49,988
-1,387
| -3% | -$38.2K | 0.25% | 126 |
|
|
2017
Q3 | $1.64M | Buy |
+51,375
| New | +$1.64M | 0.57% | 51 |
|
|
2017
Q2 | – | Sell |
-56,443
| Closed | -$1.86M | – | 127 |
|
|
2017
Q1 | $1.86M | Buy |
56,443
+387
| +0.7% | +$12.8K | 0.7% | 36 |
|
|
2016
Q4 | $1.75M | Buy |
56,056
+15,266
| +37% | +$477K | 0.7% | 34 |
|
|
2016
Q3 | $1.45M | Sell |
40,790
-2,669
| -6% | -$94.6K | 0.62% | 44 |
|
|
2016
Q2 | $1.48M | Buy |
+43,459
| New | +$1.48M | 0.62% | 46 |
|