CWA
Cypress Wealth Advisors’s Baidu BIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $757K | Sell |
4,594
-117
| -2% | -$19.3K | 0.87% | 38 |
|
|
2018
Q4 | $747K | Sell |
4,711
-100
| -2% | -$15.9K | 1.03% | 32 |
|
|
2018
Q3 | $1.1M | Buy |
4,811
+139
| +3% | +$31.8K | 1.16% | 35 |
|
|
2018
Q2 | $1.14M | Hold |
4,672
| – | – | 1.23% | 30 |
|
|
2018
Q1 | $1.04M | Hold |
4,672
| – | – | 1.13% | 31 |
|
|
2017
Q4 | $1.09M | Buy |
4,672
+426
| +10% | +$99.8K | 1.05% | 34 |
|
|
2017
Q3 | $1.05M | Hold |
4,246
| – | – | 1.7% | 16 |
|
|
2017
Q2 | $759K | Sell |
4,246
-45
| -1% | -$8.04K | 0.89% | 32 |
|
|
2017
Q1 | $740K | Sell |
4,291
-13
| -0.3% | -$2.24K | 0.34% | 70 |
|
|
2016
Q4 | $708K | Buy |
4,304
+382
| +10% | +$62.8K | 0.32% | 71 |
|
|
2016
Q3 | $714K | Sell |
3,922
-2
| -0.1% | -$364 | 0.32% | 70 |
|
|
2016
Q2 | $648K | Buy |
3,924
+56
| +1% | +$9.25K | 0.32% | 73 |
|
|
2016
Q1 | $738K | Sell |
3,868
-10
| -0.3% | -$1.91K | 0.34% | 59 |
|
|
2015
Q4 | $733K | Buy |
3,878
+20
| +0.5% | +$3.78K | 0.37% | 59 |
|
|
2015
Q3 | $530K | Hold |
3,858
| – | – | 0.29% | 80 |
|
|
2015
Q2 | $768K | Buy |
+3,858
| New | +$768K | 0.45% | 57 |
|