CWA
Cypress Wealth Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,334
| Closed | -$116K | – | 87 |
|
|
2017
Q1 | $116K | Hold |
10,334
| – | – | 0.05% | 209 |
|
|
2016
Q4 | $120K | Hold |
10,334
| – | – | 0.05% | 200 |
|
|
2016
Q3 | $133K | Hold |
10,334
| – | – | 0.06% | 196 |
|
|
2016
Q2 | $129K | Hold |
10,334
| – | – | 0.06% | 177 |
|
|
2016
Q1 | $122K | Hold |
10,334
| – | – | 0.06% | 191 |
|
|
2015
Q4 | $99K | Buy |
+10,334
| New | +$99K | 0.05% | 181 |
|