CWA
Cypress Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $438K | Sell |
372
-320
| -46% | -$377K | 0.5% | 54 |
|
|
2018
Q4 | $721K | Buy |
692
+14
| +2% | +$14.6K | 0.99% | 35 |
|
|
2018
Q3 | $816K | Hold |
678
| – | – | 0.86% | 39 |
|
|
2018
Q2 | $763K | Sell |
678
-242
| -26% | -$272K | 0.83% | 42 |
|
|
2018
Q1 | $952K | Sell |
920
-42
| -4% | -$43.5K | 1.03% | 33 |
|
|
2017
Q4 | $1.01M | Buy |
962
+162
| +20% | +$170K | 0.97% | 35 |
|
|
2017
Q3 | $775K | Sell |
800
-97
| -11% | -$94K | 1.25% | 23 |
|
|
2017
Q2 | $828K | Sell |
897
-2,256
| -72% | -$2.08M | 0.97% | 27 |
|
|
2017
Q1 | $2.64M | Buy |
3,153
+31
| +1% | +$26K | 1.21% | 17 |
|
|
2016
Q4 | $2.44M | Buy |
3,122
+44
| +1% | +$34.4K | 1.11% | 20 |
|
|
2016
Q3 | $2.43M | Buy |
3,078
+296
| +11% | +$234K | 1.1% | 17 |
|
|
2016
Q2 | $1.94M | Sell |
2,782
-130
| -4% | -$90.6K | 0.96% | 22 |
|
|
2016
Q1 | $2.19M | Buy |
2,912
+3
| +0.1% | +$2.26K | 1% | 22 |
|
|
2015
Q4 | $2.23M | Buy |
2,909
+34
| +1% | +$26.1K | 1.13% | 22 |
|
|
2015
Q3 | $1.78M | Buy |
2,875
+289
| +11% | +$179K | 0.96% | 21 |
|
|
2015
Q2 | $1.36M | Buy |
+2,586
| New | +$1.36M | 0.8% | 35 |
|