CWA
GRES
Cypress Wealth Advisors’s IQ ARB Global Resources GRES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-17,446
| Closed | -$450K | – | 205 |
|
|
2017
Q1 | $450K | Hold |
17,446
| – | – | 0.21% | 103 |
|
|
2016
Q4 | $438K | Sell |
17,446
-1,425
| -8% | -$35.8K | 0.2% | 104 |
|
|
2016
Q3 | $490K | Hold |
18,871
| – | – | 0.22% | 98 |
|
|
2016
Q2 | $484K | Hold |
18,871
| – | – | 0.24% | 95 |
|
|
2016
Q1 | $445K | Hold |
18,871
| – | – | 0.2% | 105 |
|
|
2015
Q4 | $393K | Sell |
18,871
-6,428
| -25% | -$134K | 0.2% | 103 |
|
|
2015
Q3 | $531K | Sell |
25,299
-13,499
| -35% | -$283K | 0.29% | 79 |
|
|
2015
Q2 | $992K | Buy |
+38,798
| New | +$992K | 0.58% | 47 |
|