AOWM
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Alpha Omega Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Alpha Omega Wealth Management’s Portfolio EWL Stock Details EWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,350
Closed -$88K – 333
2019
Q2 		$88K Hold
2,350
– – 0.04% 206
2019
Q1 		$83K Hold
2,350
– – 0.04% 200
2018
Q4 		$74K Hold
2,350
– – 0.04% 199
2018
Q3 		$82K Hold
2,350
– – 0.04% 190
2018
Q2 		$77K Hold
2,350
– – 0.04% 194
2018
Q1 		$81K Hold
2,350
– – 0.04% 183
2017
Q4 		$84K Hold
2,350
– – 0.04% 186
2017
Q3 		$82K Hold
2,350
– – 0.04% 184
2017
Q2 		$81K Hold
2,350
– – 0.04% 190
2017
Q1 		$75K Sell
2,350
-300
-11% -$9.31K 0.04% 196
2016
Q4 		$78K Buy
+2,650
New +$77.3K 0.04% 197

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UCFA
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1CP
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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return