AOWM
Alpha Omega Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,343
| Closed | -$556K | – | 224 |
|
|
2019
Q4 | $556K | Sell |
10,343
-235
| -2% | -$12.6K | 0.09% | 130 |
|
|
2019
Q3 | $572K | Buy |
10,578
+8,416
| +389% | +$455K | 0.09% | 130 |
|
|
2019
Q2 | $102K | Buy |
2,162
+5
| +0.2% | +$236 | 0.04% | 197 |
|
|
2019
Q1 | $104K | Buy |
2,157
+310
| +17% | +$14.9K | 0.05% | 189 |
|
|
2018
Q4 | $85K | Buy |
1,847
+5
| +0.3% | +$230 | 0.04% | 193 |
|
|
2018
Q3 | $97K | Sell |
1,842
-369
| -17% | -$19.4K | 0.04% | 182 |
|
|
2018
Q2 | $123K | Sell |
2,211
-295
| -12% | -$16.4K | 0.06% | 158 |
|
|
2018
Q1 | $131K | Buy |
2,506
+4
| +0.2% | +$209 | 0.07% | 148 |
|
|
2017
Q4 | $152K | Buy |
2,502
+3
| +0.1% | +$182 | 0.07% | 147 |
|
|
2017
Q3 | $138K | Sell |
2,499
-4
| -0.2% | -$221 | 0.07% | 150 |
|
|
2017
Q2 | $139K | Sell |
2,503
-500
| -17% | -$27.8K | 0.07% | 151 |
|
|
2017
Q1 | $167K | Buy |
3,003
+258
| +9% | +$14.3K | 0.09% | 137 |
|
|
2016
Q4 | $151K | Buy |
2,745
+365
| +15% | +$20.1K | 0.08% | 147 |
|
|
2016
Q3 | $105K | Hold |
2,380
| – | – | 0.08% | 86 |
|
|
2016
Q2 | $113K | Hold |
2,380
| – | – | 0.1% | 86 |
|
|
2016
Q1 | $115K | Buy |
2,380
+504
| +27% | +$24.4K | 0.1% | 84 |
|
|
2015
Q4 | $102K | Buy |
+1,876
| New | +$102K | 0.09% | 80 |
|