CWA
Cypress Wealth Advisors’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $201K | Sell |
10,352
-944
| -8% | -$18.3K | 0.23% | 74 |
|
|
2018
Q4 | $231K | Sell |
11,296
-94
| -0.8% | -$1.92K | 0.32% | 66 |
|
|
2018
Q3 | $294K | Hold |
11,390
| – | – | 0.31% | 64 |
|
|
2018
Q2 | $258K | Sell |
11,390
-734
| -6% | -$16.6K | 0.28% | 68 |
|
|
2018
Q1 | $266K | Hold |
12,124
| – | – | 0.29% | 69 |
|
|
2017
Q4 | $255K | Buy |
12,124
+418
| +4% | +$8.79K | 0.24% | 73 |
|
|
2017
Q3 | $234K | Buy |
11,706
+332
| +3% | +$6.64K | 0.38% | 54 |
|
|
2017
Q2 | $199K | Sell |
11,374
-7,687
| -40% | -$134K | 0.23% | 79 |
|
|
2017
Q1 | $341K | Buy |
19,061
+1,082
| +6% | +$19.4K | 0.16% | 126 |
|
|
2016
Q4 | $267K | Hold |
17,979
| – | – | 0.12% | 155 |
|
|
2016
Q3 | $279K | Buy |
17,979
+885
| +5% | +$13.7K | 0.13% | 141 |
|
|
2016
Q2 | $215K | Buy |
17,094
+326
| +2% | +$4.1K | 0.11% | 165 |
|
|
2016
Q1 | $207K | Sell |
16,768
-36
| -0.2% | -$444 | 0.09% | 178 |
|
|
2015
Q4 | $199K | Sell |
16,804
-2,124
| -11% | -$25.2K | 0.1% | 168 |
|
|
2015
Q3 | $485K | Buy |
18,928
+3,558
| +23% | +$91.2K | 0.26% | 90 |
|
|
2015
Q2 | $461K | Buy |
+15,370
| New | +$461K | 0.27% | 92 |
|