CWA
Constellation Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,295
| Closed | -$495K | – | 99 |
|
|
2015
Q2 | $495K | Buy |
6,295
+642
| +11% | +$50.5K | 0.04% | 136 |
|
|
2015
Q1 | $391K | Buy |
5,653
+50
| +0.9% | +$3.46K | 0.03% | 152 |
|
|
2014
Q4 | $396K | Sell |
5,603
-15
| -0.3% | -$1.06K | 0.03% | 147 |
|
|
2014
Q3 | $430K | Sell |
5,618
-50
| -0.9% | -$3.83K | 0.04% | 149 |
|
|
2014
Q2 | $450K | Hold |
5,668
| – | – | 0.05% | 124 |
|
|
2014
Q1 | $439K | Hold |
5,668
| – | – | 0.04% | 150 |
|
|
2013
Q4 | $422K | Sell |
5,668
-145
| -2% | -$10.8K | 0.04% | 160 |
|
|
2013
Q3 | $410K | Buy |
5,813
+930
| +19% | +$65.6K | 0.05% | 151 |
|
|
2013
Q2 | $326K | Buy |
+4,883
| New | +$326K | 0.04% | 158 |
|