CWA
Cypress Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,512
| Closed | -$318K | – | 85 |
|
|
2017
Q3 | $318K | Sell |
3,512
-112
| -3% | -$10.1K | 0.51% | 43 |
|
|
2017
Q2 | $305K | Sell |
3,624
-4,590
| -56% | -$386K | 0.36% | 59 |
|
|
2017
Q1 | $650K | Buy |
8,214
+260
| +3% | +$20.6K | 0.3% | 74 |
|
|
2016
Q4 | $589K | Sell |
7,954
-237
| -3% | -$17.6K | 0.27% | 82 |
|
|
2016
Q3 | $525K | Buy |
8,191
+144
| +2% | +$9.23K | 0.24% | 93 |
|
|
2016
Q2 | $489K | Sell |
8,047
-2
| -0% | -$122 | 0.24% | 93 |
|
|
2016
Q1 | $494K | Sell |
8,049
-1,390
| -15% | -$85.3K | 0.23% | 97 |
|
|
2015
Q4 | $656K | Buy |
9,439
+68
| +0.7% | +$4.73K | 0.33% | 66 |
|
|
2015
Q3 | $695K | Hold |
9,371
| – | – | 0.38% | 60 |
|
|
2015
Q2 | $729K | Buy |
+9,371
| New | +$729K | 0.43% | 59 |
|