Valeo Financial Advisors’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,365
| Closed | -$164K | – | 1302 |
|
|
2021
Q1 | $164K | Sell |
4,365
-1,407
| -24% | -$52.9K | 0.01% | 476 |
|
|
2020
Q4 | $156K | Hold |
5,772
| – | – | 0.01% | 454 |
|
|
2020
Q3 | $145K | Hold |
5,772
| – | – | 0.01% | 381 |
|
|
2020
Q2 | $44K | Hold |
5,772
| – | – | ﹤0.01% | 743 |
|
|
2020
Q1 | $35K | Hold |
5,772
| – | – | ﹤0.01% | 692 |
|
|
2019
Q4 | $30K | Buy |
+5,772
| New | +$30K | ﹤0.01% | 801 |
|