AOWM
Alpha Omega Wealth Management’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-300
| Closed | -$13K | – | 231 |
|
|
2019
Q2 | $13K | Hold |
300
| – | – | 0.01% | 410 |
|
|
2019
Q1 | $12K | Hold |
300
| – | – | 0.01% | 400 |
|
|
2018
Q4 | $13K | Hold |
300
| – | – | 0.01% | 340 |
|
|
2018
Q3 | $15K | Hold |
300
| – | – | 0.01% | 335 |
|
|
2018
Q2 | $16K | Hold |
300
| – | – | 0.01% | 333 |
|
|
2018
Q1 | $15K | Hold |
300
| – | – | 0.01% | 313 |
|
|
2017
Q4 | $15K | Sell |
300
-100
| -25% | -$5K | 0.01% | 314 |
|
|
2017
Q3 | $21K | Hold |
400
| – | – | 0.01% | 294 |
|
|
2017
Q2 | $17K | Hold |
400
| – | – | 0.01% | 299 |
|
|
2017
Q1 | $16K | Hold |
400
| – | – | 0.01% | 303 |
|
|
2016
Q4 | $16K | Buy |
+400
| New | +$16K | 0.01% | 306 |
|