CWA
Cypress Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $245K | Hold |
1,288
| – | – | 0.28% | 66 |
|
|
2018
Q4 | $251K | Hold |
1,288
| – | – | 0.34% | 63 |
|
|
2018
Q3 | $267K | Hold |
1,288
| – | – | 0.28% | 68 |
|
|
2018
Q2 | $238K | Hold |
1,288
| – | – | 0.26% | 72 |
|
|
2018
Q1 | $220K | Sell |
1,288
-20
| -2% | -$3.42K | 0.24% | 73 |
|
|
2017
Q4 | $227K | Buy |
1,308
+20
| +2% | +$3.47K | 0.22% | 76 |
|
|
2017
Q3 | $240K | Sell |
1,288
-87
| -6% | -$16.2K | 0.39% | 52 |
|
|
2017
Q2 | $237K | Sell |
1,375
-1,272
| -48% | -$219K | 0.28% | 66 |
|
|
2017
Q1 | $434K | Sell |
2,647
-49
| -2% | -$8.03K | 0.2% | 107 |
|
|
2016
Q4 | $394K | Buy |
2,696
+56
| +2% | +$8.18K | 0.18% | 113 |
|
|
2016
Q3 | $440K | Buy |
2,640
+288
| +12% | +$48K | 0.2% | 106 |
|
|
2016
Q2 | $358K | Buy |
2,352
+83
| +4% | +$12.6K | 0.18% | 113 |
|
|
2016
Q1 | $340K | Sell |
2,269
-18
| -0.8% | -$2.7K | 0.16% | 121 |
|
|
2015
Q4 | $371K | Buy |
2,287
+50
| +2% | +$8.11K | 0.19% | 109 |
|
|
2015
Q3 | $309K | Buy |
2,237
+753
| +51% | +$104K | 0.17% | 123 |
|
|
2015
Q2 | $228K | Buy |
+1,484
| New | +$228K | 0.13% | 129 |
|