AOWM
Alpha Omega Wealth Management’s Carnival Corp CCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,171
| Closed | -$365K | – | 191 |
|
|
2019
Q4 | $365K | Buy |
7,171
+1,566
| +28% | +$79.7K | 0.06% | 158 |
|
|
2019
Q3 | $253K | Buy |
+5,605
| New | +$253K | 0.04% | 188 |
|
|
2019
Q2 | – | Sell |
-90
| Closed | -$5K | – | 624 |
|
|
2019
Q1 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 485 |
|
|
2018
Q2 | – | Sell |
-65
| Closed | -$4K | – | 493 |
|
|
2018
Q1 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 421 |
|