CWA
DD
Cypress Wealth Advisors’s Du Pont De Nemours E I DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,154
| Closed | -$255K | – | 85 |
|
|
2017
Q2 | $255K | Sell |
3,154
-3,970
| -56% | -$321K | 0.3% | 65 |
|
|
2017
Q1 | $572K | Buy |
7,124
+199
| +3% | +$16K | 0.26% | 88 |
|
|
2016
Q4 | $508K | Sell |
6,925
-105
| -1% | -$7.7K | 0.23% | 88 |
|
|
2016
Q3 | $471K | Buy |
7,030
+132
| +2% | +$8.84K | 0.21% | 102 |
|
|
2016
Q2 | $447K | Sell |
6,898
-274
| -4% | -$17.8K | 0.22% | 102 |
|
|
2016
Q1 | $454K | Buy |
7,172
+256
| +4% | +$16.2K | 0.21% | 104 |
|
|
2015
Q4 | $461K | Buy |
6,916
+64
| +0.9% | +$4.27K | 0.23% | 97 |
|
|
2015
Q3 | $330K | Buy |
6,852
+117
| +2% | +$5.64K | 0.18% | 115 |
|
|
2015
Q2 | $431K | Buy |
+6,735
| New | +$431K | 0.25% | 95 |
|