ORM
Wells Fargo’s Owens Realty Mortgage, Inc. ORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,611
| Closed | -$161K | – | 6289 |
|
|
2018
Q4 | $161K | Sell |
8,611
-21
| -0.2% | -$393 | ﹤0.01% | 4852 |
|
|
2018
Q3 | $146K | Sell |
8,632
-1,395
| -14% | -$23.6K | ﹤0.01% | 4971 |
|
|
2018
Q2 | $168K | Sell |
10,027
-11,359
| -53% | -$190K | ﹤0.01% | 4934 |
|
|
2018
Q1 | $312K | Sell |
21,386
-25,733
| -55% | -$375K | ﹤0.01% | 4576 |
|
|
2017
Q4 | $755K | Buy |
47,119
+4,117
| +10% | +$66K | ﹤0.01% | 4027 |
|
|
2017
Q3 | $782K | Buy |
43,002
+11,468
| +36% | +$209K | ﹤0.01% | 3951 |
|
|
2017
Q2 | $534K | Buy |
31,534
+13,658
| +76% | +$231K | ﹤0.01% | 4084 |
|
|
2017
Q1 | $318K | Buy |
17,876
+6,555
| +58% | +$117K | ﹤0.01% | 4399 |
|
|
2016
Q4 | $210K | Buy |
11,321
+7,171
| +173% | +$133K | ﹤0.01% | 4571 |
|
|
2016
Q3 | $72K | Sell |
4,150
-16,000
| -79% | -$278K | ﹤0.01% | 4887 |
|
|
2016
Q2 | $335K | Sell |
20,150
-12,551
| -38% | -$209K | ﹤0.01% | 4009 |
|
|
2016
Q1 | $522K | Buy |
32,701
+1,611
| +5% | +$25.7K | ﹤0.01% | 3758 |
|
|
2015
Q4 | $417K | Sell |
31,090
-930
| -3% | -$12.5K | ﹤0.01% | 3910 |
|
|
2015
Q3 | $441K | Sell |
32,020
-4,684
| -13% | -$64.5K | ﹤0.01% | 3903 |
|
|
2015
Q2 | $552K | Buy |
36,704
+35,432
| +2,786% | +$533K | ﹤0.01% | 3938 |
|
|
2015
Q1 | $19K | Sell |
1,272
-227
| -15% | -$3.39K | ﹤0.01% | 5206 |
|
|
2014
Q4 | $22K | Buy |
1,499
+3
| +0.2% | +$44 | ﹤0.01% | 5120 |
|
|
2014
Q3 | $21K | Sell |
1,496
-2,602
| -63% | -$36.5K | ﹤0.01% | 5130 |
|
|
2014
Q2 | $80K | Buy |
4,098
+1,949
| +91% | +$38K | ﹤0.01% | 4661 |
|
|
2014
Q1 | $32K | Hold |
2,149
| – | – | ﹤0.01% | 4948 |
|
|
2013
Q4 | $26K | Sell |
2,149
-6,402
| -75% | -$77.5K | ﹤0.01% | 4843 |
|
|
2013
Q3 | $106K | Buy |
+8,551
| New | +$106K | ﹤0.01% | 4403 |
|