AOWM
Alpha Omega Wealth Management’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-900
| Closed | -$46K | – | 292 |
|
|
2019
Q2 | $46K | Hold |
900
| – | – | 0.02% | 254 |
|
|
2019
Q1 | $49K | Hold |
900
| – | – | 0.02% | 243 |
|
|
2018
Q4 | $43K | Hold |
900
| – | – | 0.02% | 231 |
|
|
2018
Q3 | $39K | Hold |
900
| – | – | 0.02% | 248 |
|
|
2018
Q2 | $35K | Hold |
900
| – | – | 0.02% | 255 |
|
|
2018
Q1 | $34K | Hold |
900
| – | – | 0.02% | 242 |
|
|
2017
Q4 | $41K | Hold |
900
| – | – | 0.02% | 233 |
|
|
2017
Q3 | $34K | Hold |
900
| – | – | 0.02% | 247 |
|
|
2017
Q2 | $33K | Hold |
900
| – | – | 0.02% | 250 |
|
|
2017
Q1 | $32K | Hold |
900
| – | – | 0.02% | 254 |
|
|
2016
Q4 | $31K | Buy |
+900
| New | +$31K | 0.02% | 257 |
|