CWA
Cypress Wealth Advisors’s Ericsson ERIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,525
| Closed | -$77K | – | 119 |
|
|
2017
Q1 | $77K | Buy |
+11,525
| New | +$77K | 0.04% | 214 |
|
|
2016
Q4 | – | Sell |
-32,357
| Closed | -$233K | – | 214 |
|
|
2016
Q3 | $233K | Buy |
+32,357
| New | +$233K | 0.11% | 164 |
|
|
2016
Q2 | – | Sell |
-13,056
| Closed | -$131K | – | 197 |
|
|
2016
Q1 | $131K | Buy |
13,056
+17
| +0.1% | +$171 | 0.06% | 190 |
|
|
2015
Q4 | $125K | Buy |
+13,039
| New | +$125K | 0.06% | 175 |
|