CWA
Cypress Wealth Advisors’s W.W. Grainger GWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-988
| Closed | -$230K | – | 125 |
|
|
2017
Q1 | $230K | Buy |
988
+4
| +0.4% | +$931 | 0.1% | 180 |
|
|
2016
Q4 | $229K | Buy |
984
+16
| +2% | +$3.72K | 0.1% | 172 |
|
|
2016
Q3 | $218K | Buy |
968
+6
| +0.6% | +$1.35K | 0.1% | 178 |
|
|
2016
Q2 | $219K | Hold |
962
| – | – | 0.11% | 160 |
|
|
2016
Q1 | $225K | Buy |
+962
| New | +$225K | 0.1% | 166 |
|
|
2015
Q4 | – | Sell |
-962
| Closed | -$207K | – | 195 |
|
|
2015
Q3 | $207K | Buy |
+962
| New | +$207K | 0.11% | 166 |
|