Venturi Wealth Management’s Omega Flex OFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16
| Closed | -$1.14K | – | 1526 |
|
|
2024
Q1 | $1.14K | Hold |
16
| – | – | ﹤0.01% | 1338 |
|
|
2023
Q4 | $1.13K | Hold |
16
| – | – | ﹤0.01% | 1322 |
|
|
2023
Q3 | $1.26K | Hold |
16
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q2 | $1.66K | Hold |
16
| – | – | ﹤0.01% | 947 |
|
|
2023
Q1 | $1.78K | Buy |
+16
| New | +$1.78K | ﹤0.01% | 1030 |
|