CWA
CAJ
Cypress Wealth Advisors’s Canon, Inc. CAJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-10,105
| Closed | -$289K | – | 214 |
|
|
2016
Q2 | $289K | Buy |
+10,105
| New | +$289K | 0.14% | 136 |
|
|
2016
Q1 | – | Sell |
-16,531
| Closed | -$498K | – | 215 |
|
|
2015
Q4 | $498K | Buy |
16,531
+496
| +3% | +$14.9K | 0.25% | 90 |
|
|
2015
Q3 | $465K | Buy |
+16,035
| New | +$465K | 0.25% | 94 |
|