AOWM
Alpha Omega Wealth Management’s Lazard LAZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,253
| Closed | -$43K | – | 408 |
|
|
2019
Q2 | $43K | Hold |
1,253
| – | – | 0.02% | 265 |
|
|
2019
Q1 | $45K | Buy |
1,253
+660
| +111% | +$23.7K | 0.02% | 254 |
|
|
2018
Q4 | $22K | Sell |
593
-74,728
| -99% | -$2.77M | 0.01% | 293 |
|
|
2018
Q3 | $3.63M | Sell |
75,321
-1,949
| -3% | -$93.8K | 1.63% | 27 |
|
|
2018
Q2 | $3.78M | Buy |
77,270
+1,054
| +1% | +$51.5K | 1.85% | 14 |
|
|
2018
Q1 | $4.01M | Sell |
76,216
-232
| -0.3% | -$12.2K | 2.01% | 9 |
|
|
2017
Q4 | $4.01M | Buy |
76,448
+616
| +0.8% | +$32.3K | 1.97% | 11 |
|
|
2017
Q3 | $3.43M | Buy |
75,832
+1,044
| +1% | +$47.2K | 1.71% | 18 |
|
|
2017
Q2 | $3.47M | Buy |
74,788
+2,854
| +4% | +$132K | 1.78% | 12 |
|
|
2017
Q1 | $3.31M | Buy |
71,934
+77
| +0.1% | +$3.54K | 1.76% | 12 |
|
|
2016
Q4 | $2.95M | Buy |
71,857
+12,840
| +22% | +$528K | 1.56% | 22 |
|
|
2016
Q3 | $2.15M | Buy |
59,017
+6,032
| +11% | +$219K | 1.71% | 31 |
|
|
2016
Q2 | $1.58M | Sell |
52,985
-7
| -0% | -$208 | 1.33% | 35 |
|
|
2016
Q1 | $2.06M | Buy |
52,992
+4,174
| +9% | +$162K | 1.71% | 31 |
|
|
2015
Q4 | $2.2M | Buy |
+48,818
| New | +$2.2M | 1.92% | 27 |
|