CWA
Cypress Wealth Advisors’s Alaska Air ALK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,571
| Closed | -$329K | – | 91 |
|
|
2017
Q1 | $329K | Buy |
3,571
+45
| +1% | +$4.15K | 0.15% | 131 |
|
|
2016
Q4 | $313K | Hold |
3,526
| – | – | 0.14% | 130 |
|
|
2016
Q3 | $232K | Hold |
3,526
| – | – | 0.1% | 165 |
|
|
2016
Q2 | $206K | Hold |
3,526
| – | – | 0.1% | 170 |
|
|
2016
Q1 | $289K | Hold |
3,526
| – | – | 0.13% | 136 |
|
|
2015
Q4 | $284K | Hold |
3,526
| – | – | 0.14% | 132 |
|
|
2015
Q3 | $280K | Buy |
3,526
+16
| +0.5% | +$1.27K | 0.15% | 135 |
|
|
2015
Q2 | $226K | Buy |
+3,510
| New | +$226K | 0.13% | 131 |
|