CCMW
Cypress Capital Management (Wyoming)’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,720
| Closed | -$793K | – | 231 |
|
|
2019
Q2 | $793K | Sell |
9,720
-800
| -8% | -$65.3K | 0.95% | 36 |
|
|
2019
Q1 | $733K | Sell |
10,520
-215
| -2% | -$15K | 0.98% | 33 |
|
|
2018
Q4 | $656K | Sell |
10,735
-605
| -5% | -$37K | 1.26% | 22 |
|
|
2018
Q3 | $732K | Buy |
11,340
+435
| +4% | +$28.1K | 0.74% | 40 |
|
|
2018
Q2 | $715K | Buy |
10,905
+725
| +7% | +$47.5K | 0.75% | 38 |
|
|
2018
Q1 | $622K | Buy |
10,180
+215
| +2% | +$13.1K | 0.71% | 35 |
|
|
2017
Q4 | $569K | Buy |
9,965
+635
| +7% | +$36.3K | 0.64% | 38 |
|
|
2017
Q3 | $481K | Buy |
+9,330
| New | +$481K | 0.57% | 42 |
|