CWA
Cypress Wealth Advisors’s First Bancorp FNLC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-21,999
| Closed | -$124K | – | 120 |
|
2017
Q1 | $124K | Hold |
21,999
| – | – | 0.06% | 207 |
|
2016
Q4 | $145K | Hold |
21,999
| – | – | 0.07% | 199 |
|
2016
Q3 | $114K | Hold |
21,999
| – | – | 0.05% | 198 |
|
2016
Q2 | $87K | Hold |
21,999
| – | – | 0.04% | 186 |
|
2016
Q1 | $64K | Buy |
21,999
+11,560
| +111% | +$33.6K | 0.03% | 198 |
|
2015
Q4 | $34K | Buy |
+10,439
| New | +$34K | 0.02% | 186 |
|