CWA
DM

Cypress Wealth Advisors’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Cypress Wealth Advisors’s Portfolio DM Stock Details DM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
2018
Q2 		$499K Sell
2018
Q1 		$604K Sell
2017
Q4 		$1.5M Buy
2017
Q2 		– Sell
2017
Q1 		$764K Buy
2016
Q4 		$500K Buy
2015
Q3 		– Sell
2015
Q2 		$130K Buy