AOWM
Alpha Omega Wealth Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,833
| Closed | -$296K | – | 190 |
|
|
2019
Q4 | $296K | Hold |
7,833
| – | – | 0.05% | 172 |
|
|
2019
Q3 | $307K | Buy |
7,833
+7,682
| +5,087% | +$301K | 0.05% | 169 |
|
|
2019
Q2 | $6K | Buy |
+151
| New | +$6K | ﹤0.01% | 486 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$8K | – | 492 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 361 |
|
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 353 |
|
|
2017
Q3 | $8K | Sell |
200
-7
| -3% | -$280 | ﹤0.01% | 363 |
|
|
2017
Q2 | $7K | Sell |
207
-95
| -31% | -$3.21K | ﹤0.01% | 364 |
|
|
2017
Q1 | $10K | Hold |
302
| – | – | 0.01% | 345 |
|
|
2016
Q4 | $11K | Buy |
302
+200
| +196% | +$7.29K | 0.01% | 334 |
|
|
2016
Q3 | $4K | Sell |
102
-150
| -60% | -$5.88K | ﹤0.01% | 190 |
|
|
2016
Q2 | $9K | Hold |
252
| – | – | 0.01% | 173 |
|
|
2016
Q1 | $8K | Hold |
252
| – | – | 0.01% | 178 |
|
|
2015
Q4 | $8K | Buy |
+252
| New | +$8K | 0.01% | 172 |
|