CWA
Cypress Wealth Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,699
| Closed | -$340K | – | 89 |
|
|
2017
Q1 | $340K | Buy |
4,699
+295
| +7% | +$21.3K | 0.16% | 127 |
|
|
2016
Q4 | $307K | Sell |
4,404
-21
| -0.5% | -$1.46K | 0.14% | 132 |
|
|
2016
Q3 | $318K | Buy |
4,425
+21
| +0.5% | +$1.51K | 0.14% | 131 |
|
|
2016
Q2 | $318K | Buy |
4,404
+64
| +1% | +$4.62K | 0.16% | 125 |
|
|
2016
Q1 | $274K | Buy |
4,340
+114
| +3% | +$7.2K | 0.13% | 142 |
|
|
2015
Q4 | $253K | Buy |
4,226
+44
| +1% | +$2.63K | 0.13% | 147 |
|
|
2015
Q3 | $243K | Buy |
+4,182
| New | +$243K | 0.13% | 150 |
|