CWA
Cypress Wealth Advisors’s Chunghwa Telecom CHT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-5,210
| Closed | -$202K | – | 82 |
|
2018
Q1 | $202K | Buy |
+5,210
| New | +$202K | 0.22% | 77 |
|
2017
Q2 | – | Sell |
-17,695
| Closed | -$601K | – | 107 |
|
2017
Q1 | $601K | Sell |
17,695
-1,168
| -6% | -$39.7K | 0.27% | 84 |
|
2016
Q4 | $595K | Buy |
18,863
+842
| +5% | +$26.6K | 0.27% | 79 |
|
2016
Q3 | $631K | Buy |
18,021
+92
| +0.5% | +$3.22K | 0.28% | 80 |
|
2016
Q2 | $651K | Sell |
17,929
-939
| -5% | -$34.1K | 0.32% | 71 |
|
2016
Q1 | $637K | Buy |
18,868
+3,100
| +20% | +$105K | 0.29% | 73 |
|
2015
Q4 | $474K | Buy |
15,768
+2,819
| +22% | +$84.7K | 0.24% | 94 |
|
2015
Q3 | $391K | Buy |
+12,949
| New | +$391K | 0.21% | 104 |
|