CWA
Cypress Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $846K | Sell |
475
-176
| -27% | -$313K | 0.97% | 35 |
|
|
2018
Q4 | $978K | Buy |
651
+15
| +2% | +$22.5K | 1.34% | 28 |
|
|
2018
Q3 | $1.27M | Hold |
636
| – | – | 1.34% | 28 |
|
|
2018
Q2 | $1.08M | Buy |
636
+2
| +0.3% | +$3.4K | 1.17% | 31 |
|
|
2018
Q1 | $918K | Sell |
634
-15
| -2% | -$21.7K | 0.99% | 36 |
|
|
2017
Q4 | $759K | Buy |
649
+27
| +4% | +$31.6K | 0.73% | 43 |
|
|
2017
Q3 | $598K | Buy |
622
+24
| +4% | +$23.1K | 0.97% | 29 |
|
|
2017
Q2 | $579K | Sell |
598
-1,147
| -66% | -$1.11M | 0.68% | 40 |
|
|
2017
Q1 | $1.55M | Buy |
1,745
+6
| +0.3% | +$5.32K | 0.71% | 35 |
|
|
2016
Q4 | $1.3M | Buy |
1,739
+39
| +2% | +$29.2K | 0.6% | 42 |
|
|
2016
Q3 | $1.42M | Buy |
1,700
+155
| +10% | +$130K | 0.64% | 36 |
|
|
2016
Q2 | $1.11M | Buy |
1,545
+90
| +6% | +$64.4K | 0.55% | 47 |
|
|
2016
Q1 | $864K | Sell |
1,455
-4
| -0.3% | -$2.38K | 0.4% | 52 |
|
|
2015
Q4 | $986K | Buy |
1,459
+99
| +7% | +$66.9K | 0.5% | 45 |
|
|
2015
Q3 | $696K | Buy |
+1,360
| New | +$696K | 0.38% | 59 |
|