AOWM
Alpha Omega Wealth Management’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-111,759
| Closed | -$1.92M | – | 218 |
|
|
2019
Q4 | $1.92M | Sell |
111,759
-10,600
| -9% | -$182K | 0.31% | 72 |
|
|
2019
Q3 | $2.07M | Buy |
122,359
+21,555
| +21% | +$364K | 0.34% | 68 |
|
|
2019
Q2 | $1.51M | Buy |
100,804
+4,221
| +4% | +$63.1K | 0.64% | 51 |
|
|
2019
Q1 | $1.37M | Buy |
96,583
+18,657
| +24% | +$264K | 0.61% | 51 |
|
|
2018
Q4 | $1.04M | Sell |
77,926
-32,574
| -29% | -$436K | 0.53% | 53 |
|
|
2018
Q3 | $2.03M | Buy |
110,500
+1,760
| +2% | +$32.3K | 0.91% | 40 |
|
|
2018
Q2 | $1.93M | Buy |
108,740
+1,157
| +1% | +$20.6K | 0.95% | 40 |
|
|
2018
Q1 | $2M | Buy |
+107,583
| New | +$2M | 1% | 39 |
|