CWA
Cypress Wealth Advisors’s Check Point Software Technologies CHKP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,593
| Closed | -$574K | – | 106 |
|
|
2017
Q1 | $574K | Sell |
5,593
-22
| -0.4% | -$2.26K | 0.26% | 86 |
|
|
2016
Q4 | $474K | Buy |
5,615
+37
| +0.7% | +$3.12K | 0.22% | 95 |
|
|
2016
Q3 | $433K | Sell |
5,578
-83
| -1% | -$6.44K | 0.2% | 108 |
|
|
2016
Q2 | $451K | Buy |
5,661
+83
| +1% | +$6.61K | 0.22% | 100 |
|
|
2016
Q1 | $488K | Sell |
5,578
-197
| -3% | -$17.2K | 0.22% | 98 |
|
|
2015
Q4 | $470K | Hold |
5,775
| – | – | 0.24% | 95 |
|
|
2015
Q3 | $458K | Sell |
5,775
-699
| -11% | -$55.4K | 0.25% | 95 |
|
|
2015
Q2 | $515K | Buy |
+6,474
| New | +$515K | 0.3% | 84 |
|