CWA
AV
Cypress Wealth Advisors’s Aviva Plc AV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-14,367
| Closed | -$165K | – | 225 |
|
|
2016
Q3 | $165K | Buy |
14,367
+3,176
| +28% | +$36.5K | 0.07% | 193 |
|
|
2016
Q2 | $120K | Sell |
11,191
-3,438
| -24% | -$36.9K | 0.06% | 179 |
|
|
2016
Q1 | $191K | Sell |
14,629
-1,546
| -10% | -$20.2K | 0.09% | 186 |
|
|
2015
Q4 | $246K | Buy |
16,175
+2,738
| +20% | +$41.6K | 0.12% | 150 |
|
|
2015
Q3 | $184K | Buy |
+13,437
| New | +$184K | 0.1% | 172 |
|