CWA
Cypress Wealth Advisors’s Assured Guaranty AGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,259
| Closed | -$492K | – | 90 |
|
|
2017
Q1 | $492K | Hold |
13,259
| – | – | 0.22% | 98 |
|
|
2016
Q4 | $501K | Hold |
13,259
| – | – | 0.23% | 91 |
|
|
2016
Q3 | $368K | Hold |
13,259
| – | – | 0.17% | 121 |
|
|
2016
Q2 | $336K | Buy |
+13,259
| New | +$336K | 0.17% | 119 |
|