CWA
Cypress Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,290
| Closed | -$345K | – | 64 |
|
|
2017
Q2 | $345K | Sell |
5,290
-2,260
| -30% | -$147K | 0.4% | 55 |
|
|
2017
Q1 | $470K | Hold |
7,550
| – | – | 0.21% | 100 |
|
|
2016
Q4 | $436K | Sell |
7,550
-10,181
| -57% | -$588K | 0.2% | 105 |
|
|
2016
Q3 | $1.05M | Sell |
17,731
-3,225
| -15% | -$191K | 0.47% | 52 |
|
|
2016
Q2 | $1.17M | Sell |
20,956
-49,184
| -70% | -$2.75M | 0.58% | 43 |
|
|
2016
Q1 | $4.01M | Buy |
70,140
+4,101
| +6% | +$234K | 1.83% | 10 |
|
|
2015
Q4 | $3.88M | Sell |
66,039
-2,297
| -3% | -$135K | 1.96% | 9 |
|
|
2015
Q3 | $3.92M | Buy |
68,336
+75
| +0.1% | +$4.3K | 2.12% | 8 |
|
|
2015
Q2 | $4.33M | Buy |
+68,261
| New | +$4.33M | 2.54% | 6 |
|