AOWM
Alpha Omega Wealth Management’s Deluxe DLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-771
| Closed | -$31K | – | 306 |
|
|
2019
Q2 | $31K | Hold |
771
| – | – | 0.01% | 308 |
|
|
2019
Q1 | $34K | Buy |
771
+435
| +129% | +$19.2K | 0.02% | 287 |
|
|
2018
Q4 | $13K | Sell |
336
-614
| -65% | -$23.8K | 0.01% | 342 |
|
|
2018
Q3 | $54K | Sell |
950
-43,682
| -98% | -$2.48M | 0.02% | 217 |
|
|
2018
Q2 | $2.96M | Buy |
44,632
+998
| +2% | +$66.1K | 1.45% | 28 |
|
|
2018
Q1 | $3.23M | Buy |
43,634
+763
| +2% | +$56.5K | 1.62% | 24 |
|
|
2017
Q4 | $3.29M | Buy |
42,871
+3,587
| +9% | +$276K | 1.61% | 24 |
|
|
2017
Q3 | $2.87M | Buy |
39,284
+636
| +2% | +$46.4K | 1.43% | 29 |
|
|
2017
Q2 | $2.68M | Buy |
38,648
+2,195
| +6% | +$152K | 1.37% | 33 |
|
|
2017
Q1 | $2.63M | Sell |
36,453
-829
| -2% | -$59.8K | 1.4% | 28 |
|
|
2016
Q4 | $2.67M | Buy |
37,282
+535
| +1% | +$38.3K | 1.41% | 28 |
|
|
2016
Q3 | $2.46M | Sell |
36,747
-234
| -0.6% | -$15.6K | 1.95% | 27 |
|
|
2016
Q2 | $2.45M | Sell |
36,981
-27
| -0.1% | -$1.79K | 2.07% | 22 |
|
|
2016
Q1 | $2.31M | Buy |
37,008
+57
| +0.2% | +$3.56K | 1.93% | 24 |
|
|
2015
Q4 | $2.02M | Buy |
+36,951
| New | +$2.02M | 1.76% | 32 |
|