AOWM
Alpha Omega Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-500
| Closed | -$50K | – | 491 |
|
|
2019
Q2 | $50K | Hold |
500
| – | – | 0.02% | 250 |
|
|
2019
Q1 | $50K | Hold |
500
| – | – | 0.02% | 242 |
|
|
2018
Q4 | $45K | Hold |
500
| – | – | 0.02% | 230 |
|
|
2018
Q3 | $49K | Hold |
500
| – | – | 0.02% | 223 |
|
|
2018
Q2 | $46K | Buy |
+500
| New | +$46K | 0.02% | 233 |
|