CWA
Cypress Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $327K | Sell |
4,086
-219
| -5% | -$17.5K | 0.37% | 59 |
|
|
2018
Q4 | $311K | Hold |
4,305
| – | – | 0.43% | 53 |
|
|
2018
Q3 | $316K | Hold |
4,305
| – | – | 0.33% | 62 |
|
|
2018
Q2 | $263K | Sell |
4,305
-808
| -16% | -$49.4K | 0.28% | 67 |
|
|
2018
Q1 | $306K | Hold |
5,113
| – | – | 0.33% | 65 |
|
|
2017
Q4 | $292K | Buy |
5,113
+422
| +9% | +$24.1K | 0.28% | 70 |
|
|
2017
Q3 | $250K | Sell |
4,691
-31
| -0.7% | -$1.65K | 0.4% | 51 |
|
|
2017
Q2 | $230K | Sell |
4,722
-674
| -12% | -$32.8K | 0.27% | 69 |
|
|
2017
Q1 | $240K | Buy |
+5,396
| New | +$240K | 0.11% | 170 |
|
|
2016
Q4 | – | Sell |
-4,733
| Closed | -$200K | – | 208 |
|
|
2016
Q3 | $200K | Buy |
+4,733
| New | +$200K | 0.09% | 191 |
|