Wealthspire Advisors (New York)’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,397
| Closed | -$480K | – | 515 |
|
|
2022
Q1 | $480K | Sell |
15,397
-173
| -1% | -$5.39K | 0.01% | 279 |
|
|
2021
Q4 | $461K | Sell |
15,570
-649
| -4% | -$19.2K | 0.01% | 333 |
|
|
2021
Q3 | $486K | Buy |
16,219
+822
| +5% | +$24.6K | 0.01% | 361 |
|
|
2021
Q2 | $559K | Sell |
15,397
-6,451
| -30% | -$234K | 0.01% | 214 |
|
|
2021
Q1 | $800K | Buy |
+21,848
| New | +$800K | 0.02% | 301 |
|
|
2019
Q1 | – | Sell |
-103
| Closed | -$4K | – | 570 |
|
|
2018
Q4 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 689 |
|