CWA
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Cypress Wealth Advisors’s BP BP Stock Holding History

Cypress Wealth Advisors’s Portfolio BP Stock Details BP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,991
Closed -$241K – 102
2017
Q1 		$241K Buy
6,991
+848
+14% +$29.2K 0.11% 169
2016
Q4 		$230K Buy
6,143
+292
+5% +$10.9K 0.11% 170
2016
Q3 		$206K Buy
+5,851
New +$206K 0.09% 186