CWA
CS

Cypress Wealth Advisors’s Credit Suisse Group CS Stock Holding History

Cypress Wealth Advisors’s Portfolio CS Stock Details CS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-20,201
Closed -$300K – 187
2017
Q1 		$300K Buy
20,201
+234
+1% +$3.48K 0.14% 145
2016
Q4 		$286K Buy
19,967
+481
+2% +$6.89K 0.13% 143
2016
Q3 		$256K Buy
+19,486
New +$256K 0.12% 151