CWA
Cypress Wealth Advisors’s American Financial Group AFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,050
| Closed | -$291K | – | 88 |
|
|
2017
Q1 | $291K | Buy |
3,050
+119
| +4% | +$11.4K | 0.13% | 154 |
|
|
2016
Q4 | $258K | Hold |
2,931
| – | – | 0.12% | 158 |
|
|
2016
Q3 | $220K | Hold |
2,931
| – | – | 0.1% | 176 |
|
|
2016
Q2 | $217K | Hold |
2,931
| – | – | 0.11% | 163 |
|
|
2016
Q1 | $206K | Hold |
2,931
| – | – | 0.09% | 179 |
|
|
2015
Q4 | $211K | Hold |
2,931
| – | – | 0.11% | 163 |
|
|
2015
Q3 | $202K | Buy |
+2,931
| New | +$202K | 0.11% | 170 |
|