CWA
Cypress Wealth Advisors’s Cencora COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,555
| Closed | -$226K | – | 111 |
|
|
2017
Q1 | $226K | Buy |
+2,555
| New | +$226K | 0.1% | 181 |
|
|
2016
Q4 | – | Sell |
-3,120
| Closed | -$252K | – | 212 |
|
|
2016
Q3 | $252K | Buy |
+3,120
| New | +$252K | 0.11% | 152 |
|
|
2016
Q2 | – | Sell |
-2,501
| Closed | -$216K | – | 194 |
|
|
2016
Q1 | $216K | Sell |
2,501
-7
| -0.3% | -$605 | 0.1% | 173 |
|
|
2015
Q4 | $260K | Buy |
2,508
+30
| +1% | +$3.11K | 0.13% | 143 |
|
|
2015
Q3 | $235K | Buy |
2,478
+11
| +0.4% | +$1.04K | 0.13% | 154 |
|
|
2015
Q2 | $262K | Buy |
+2,467
| New | +$262K | 0.15% | 119 |
|