AOWM
Alpha Omega Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,103
| Closed | -$54K | – | 294 |
|
|
2019
Q2 | $54K | Sell |
1,103
-2,216
| -67% | -$108K | 0.02% | 237 |
|
|
2019
Q1 | $177K | Buy |
3,319
+899
| +37% | +$47.9K | 0.08% | 141 |
|
|
2018
Q4 | $129K | Hold |
2,420
| – | – | 0.06% | 152 |
|
|
2018
Q3 | $156K | Sell |
2,420
-24
| -1% | -$1.55K | 0.07% | 143 |
|
|
2018
Q2 | $161K | Buy |
2,444
+628
| +35% | +$41.4K | 0.08% | 140 |
|
|
2018
Q1 | $116K | Hold |
1,816
| – | – | 0.06% | 156 |
|
|
2017
Q4 | $129K | Hold |
1,816
| – | – | 0.06% | 153 |
|
|
2017
Q3 | $126K | Buy |
1,816
+1,366
| +304% | +$94.8K | 0.06% | 157 |
|
|
2017
Q2 | $28K | Hold |
450
| – | – | 0.01% | 263 |
|
|
2017
Q1 | $29K | Hold |
450
| – | – | 0.02% | 266 |
|
|
2016
Q4 | $26K | Buy |
+450
| New | +$26K | 0.01% | 271 |
|