CWA
AM
Cypress Wealth Advisors’s ANTERO MIDSTREAM PARTNERS LP AM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $1.25M | Buy |
90,511
+40,486
| +81% | +$558K | 1.43% | 27 |
|
2018
Q4 | $1.07M | Buy |
50,025
+7,775
| +18% | +$166K | 1.47% | 25 |
|
2018
Q3 | $1.21M | Sell |
42,250
-3,475
| -8% | -$99.6K | 1.27% | 32 |
|
2018
Q2 | $1.35M | Sell |
45,725
-75
| -0.2% | -$2.21K | 1.46% | 25 |
|
2018
Q1 | $1.19M | Buy |
45,800
+1,400
| +3% | +$36.3K | 1.29% | 29 |
|
2017
Q4 | $1.29M | Buy |
+44,400
| New | +$1.29M | 1.24% | 31 |
|
2017
Q2 | – | Sell |
-22,950
| Closed | -$761K | – | 218 |
|
2017
Q1 | $761K | Sell |
22,950
-1,000
| -4% | -$33.2K | 0.35% | 67 |
|
2016
Q4 | $740K | Sell |
23,950
-50
| -0.2% | -$1.55K | 0.34% | 67 |
|
2016
Q3 | $641K | Sell |
24,000
-6,775
| -22% | -$181K | 0.29% | 77 |
|
2016
Q2 | $858K | Buy |
30,775
+1,825
| +6% | +$50.9K | 0.42% | 57 |
|
2016
Q1 | $640K | Buy |
28,950
+850
| +3% | +$18.8K | 0.29% | 72 |
|
2015
Q4 | $641K | Sell |
28,100
-1,400
| -5% | -$31.9K | 0.32% | 68 |
|
2015
Q3 | $527K | Sell |
29,500
-1,000
| -3% | -$17.9K | 0.29% | 81 |
|
2015
Q2 | $874K | Buy |
+30,500
| New | +$874K | 0.51% | 52 |
|