AOWM
Alpha Omega Wealth Management’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,021
| Closed | -$232K | – | 221 |
|
|
2021
Q4 | $232K | Hold |
3,021
| – | – | 0.04% | 208 |
|
|
2021
Q3 | $207K | Hold |
3,021
| – | – | 0.03% | 213 |
|
|
2021
Q2 | $229K | Hold |
3,021
| – | – | 0.04% | 211 |
|
|
2021
Q1 | $232K | Buy |
+3,021
| New | +$232K | 0.04% | 203 |
|
|
2020
Q2 | – | Sell |
-3,471
| Closed | -$204K | – | 194 |
|
|
2020
Q1 | $204K | Hold |
3,471
| – | – | 0.04% | 177 |
|
|
2019
Q4 | $246K | Hold |
3,471
| – | – | 0.04% | 186 |
|
|
2019
Q3 | $240K | Hold |
3,471
| – | – | 0.04% | 195 |
|
|
2019
Q2 | $229K | Hold |
3,471
| – | – | 0.1% | 123 |
|
|
2019
Q1 | $207K | Hold |
3,471
| – | – | 0.09% | 130 |
|
|
2018
Q4 | $202K | Hold |
3,471
| – | – | 0.1% | 125 |
|
|
2018
Q3 | $212K | Buy |
+3,471
| New | +$212K | 0.1% | 125 |
|