CWA
Cypress Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.42M | Sell |
7,450
-747
| -9% | -$142K | 1.62% | 22 |
|
|
2018
Q4 | $1.29M | Sell |
8,197
-163
| -2% | -$25.7K | 1.78% | 18 |
|
|
2018
Q3 | $1.89M | Sell |
8,360
-9
| -0.1% | -$2.03K | 1.98% | 16 |
|
|
2018
Q2 | $1.55M | Sell |
8,369
-730
| -8% | -$135K | 1.68% | 21 |
|
|
2018
Q1 | $1.53M | Sell |
9,099
-7
| -0.1% | -$1.18K | 1.66% | 23 |
|
|
2017
Q4 | $1.54M | Sell |
9,106
-1,158
| -11% | -$196K | 1.48% | 23 |
|
|
2017
Q3 | $1.58M | Sell |
10,264
-1,500
| -13% | -$231K | 2.56% | 10 |
|
|
2017
Q2 | $1.69M | Sell |
11,764
-20,752
| -64% | -$2.99M | 1.98% | 13 |
|
|
2017
Q1 | $4.67M | Buy |
32,516
+239
| +0.7% | +$34.3K | 2.13% | 8 |
|
|
2016
Q4 | $3.74M | Sell |
32,277
-684
| -2% | -$79.2K | 1.71% | 12 |
|
|
2016
Q3 | $3.73M | Buy |
32,961
+2,275
| +7% | +$257K | 1.68% | 10 |
|
|
2016
Q2 | $2.93M | Sell |
30,686
-1,471
| -5% | -$141K | 1.45% | 12 |
|
|
2016
Q1 | $3.51M | Buy |
32,157
+340
| +1% | +$37.1K | 1.6% | 11 |
|
|
2015
Q4 | $3.35M | Sell |
31,817
-923
| -3% | -$97.2K | 1.7% | 11 |
|
|
2015
Q3 | $3.61M | Buy |
32,740
+840
| +3% | +$92.6K | 1.95% | 9 |
|
|
2015
Q2 | $4M | Buy |
+31,900
| New | +$4M | 2.34% | 8 |
|