CWA
EQGP
Cypress Wealth Advisors’s EQGP Holdings, LP EQGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-31,800
| Closed | -$662K | – | 89 |
|
|
2018
Q3 | $662K | Sell |
31,800
-4,425
| -12% | -$92.1K | 0.7% | 45 |
|
|
2018
Q2 | $852K | Sell |
36,225
-325
| -0.9% | -$7.64K | 0.92% | 38 |
|
|
2018
Q1 | $844K | Buy |
36,550
+1,600
| +5% | +$36.9K | 0.91% | 38 |
|
|
2017
Q4 | $940K | Buy |
+34,950
| New | +$940K | 0.9% | 39 |
|
|
2017
Q2 | – | Sell |
-16,050
| Closed | -$439K | – | 199 |
|
|
2017
Q1 | $439K | Sell |
16,050
-700
| -4% | -$19.1K | 0.2% | 106 |
|
|
2016
Q4 | $422K | Buy |
16,750
+50
| +0.3% | +$1.26K | 0.19% | 108 |
|
|
2016
Q3 | $419K | Buy |
16,700
+550
| +3% | +$13.8K | 0.19% | 110 |
|
|
2016
Q2 | $412K | Buy |
16,150
+1,225
| +8% | +$31.3K | 0.2% | 105 |
|
|
2016
Q1 | $403K | Buy |
14,925
+50
| +0.3% | +$1.35K | 0.18% | 114 |
|
|
2015
Q4 | $309K | Sell |
14,875
-850
| -5% | -$17.7K | 0.16% | 121 |
|
|
2015
Q3 | $358K | Sell |
15,725
-400
| -2% | -$9.11K | 0.19% | 111 |
|
|
2015
Q2 | $548K | Buy |
+16,125
| New | +$548K | 0.32% | 78 |
|