Transform Wealth’s Omnicom Group OMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,750
| Closed | -$273K | – | 228 |
|
|
2018
Q1 | $273K | Sell |
3,750
-1,127
| -23% | -$82K | 0.05% | 209 |
|
|
2017
Q4 | $355K | Sell |
4,877
-173
| -3% | -$12.6K | 0.07% | 205 |
|
|
2017
Q3 | $374K | Buy |
+5,050
| New | +$374K | 0.13% | 166 |
|
|
2017
Q2 | – | Sell |
-4,200
| Closed | -$362K | – | 129 |
|
|
2017
Q1 | $362K | Hold |
4,200
| – | – | 0.14% | 168 |
|
|
2016
Q4 | $357K | Hold |
4,200
| – | – | 0.14% | 167 |
|
|
2016
Q3 | $357K | Hold |
4,200
| – | – | 0.15% | 163 |
|
|
2016
Q2 | $342K | Buy |
+4,200
| New | +$342K | 0.14% | 164 |
|