CWA
Cypress Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,010
| Closed | -$300K | – | 104 |
|
|
2017
Q1 | $300K | Buy |
5,010
+131
| +3% | +$7.84K | 0.14% | 144 |
|
|
2016
Q4 | $290K | Buy |
4,879
+53
| +1% | +$3.15K | 0.13% | 141 |
|
|
2016
Q3 | $228K | Buy |
+4,826
| New | +$228K | 0.1% | 168 |
|
|
2016
Q1 | – | Sell |
-4,682
| Closed | -$242K | – | 205 |
|
|
2015
Q4 | $242K | Buy |
4,682
+182
| +4% | +$9.41K | 0.12% | 151 |
|
|
2015
Q3 | $223K | Buy |
+4,500
| New | +$223K | 0.12% | 159 |
|