WFG Advisors’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-158
| Closed | -$5K | – | 1624 |
|
|
2017
Q1 | $5K | Sell |
158
-117
| -43% | -$3.7K | ﹤0.01% | 1221 |
|
|
2016
Q4 | $10K | Buy |
275
+2
| +0.7% | +$73 | ﹤0.01% | 1103 |
|
|
2016
Q3 | $9K | Sell |
273
-203
| -43% | -$6.69K | ﹤0.01% | 1159 |
|
|
2016
Q2 | $18K | Buy |
476
+3
| +0.6% | +$113 | ﹤0.01% | 943 |
|
|
2016
Q1 | $19K | Buy |
473
+3
| +0.6% | +$121 | 0.01% | 905 |
|
|
2015
Q4 | $17K | Buy |
470
+68
| +17% | +$2.46K | 0.01% | 935 |
|
|
2015
Q3 | $13K | Buy |
+402
| New | +$13K | ﹤0.01% | 1025 |
|