CWA
Cypress Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-18,166
| Closed | -$429K | – | 96 |
|
|
2017
Q1 | $429K | Buy |
18,166
+1,160
| +7% | +$27.4K | 0.2% | 110 |
|
|
2016
Q4 | $376K | Buy |
+17,006
| New | +$376K | 0.17% | 117 |
|
|
2016
Q1 | – | Sell |
-10,913
| Closed | -$184K | – | 204 |
|
|
2015
Q4 | $184K | Buy |
10,913
+582
| +6% | +$9.81K | 0.09% | 169 |
|
|
2015
Q3 | $161K | Buy |
+10,331
| New | +$161K | 0.09% | 174 |
|