Wealthspire Advisors (Maryland)’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-622
| Closed | -$4K | – | 2556 |
|
|
2018
Q4 | $4K | Buy |
622
+339
| +120% | +$2.18K | ﹤0.01% | 1842 |
|
|
2018
Q3 | $5K | Hold |
283
| – | – | ﹤0.01% | 1814 |
|
|
2018
Q2 | $5K | Sell |
283
-424
| -60% | -$7.49K | ﹤0.01% | 1805 |
|
|
2018
Q1 | $11K | Buy |
707
+284
| +67% | +$4.42K | ﹤0.01% | 1532 |
|
|
2017
Q4 | $8K | Sell |
423
-1,506
| -78% | -$28.5K | ﹤0.01% | 1683 |
|
|
2017
Q3 | $56K | Sell |
1,929
-669
| -26% | -$19.4K | 0.01% | 929 |
|
|
2017
Q2 | $84K | Buy |
2,598
+50
| +2% | +$1.62K | 0.01% | 755 |
|
|
2017
Q1 | $88K | Buy |
2,548
+154
| +6% | +$5.32K | 0.01% | 646 |
|
|
2016
Q4 | $84K | Sell |
2,394
-144
| -6% | -$5.05K | 0.01% | 636 |
|
|
2016
Q3 | $88K | Sell |
2,538
-287
| -10% | -$9.95K | 0.01% | 609 |
|
|
2016
Q2 | $106K | Buy |
2,825
+74
| +3% | +$2.78K | 0.02% | 521 |
|
|
2016
Q1 | $111K | Sell |
2,751
-267
| -9% | -$10.8K | 0.02% | 500 |
|
|
2015
Q4 | $109K | Buy |
+3,018
| New | +$109K | 0.02% | 497 |
|