CWA
Cypress Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $543K | Sell |
3,851
-264
| -6% | -$37.2K | 0.62% | 49 |
|
|
2018
Q4 | $468K | Buy |
4,115
+264
| +7% | +$30K | 0.64% | 44 |
|
|
2018
Q3 | $582K | Hold |
3,851
| – | – | 0.61% | 50 |
|
|
2018
Q2 | $538K | Sell |
3,851
-444
| -10% | -$62K | 0.58% | 52 |
|
|
2018
Q1 | $659K | Buy |
4,295
+202
| +5% | +$31K | 0.71% | 46 |
|
|
2017
Q4 | $628K | Buy |
4,093
+32
| +0.8% | +$4.91K | 0.6% | 50 |
|
|
2017
Q3 | $589K | Sell |
4,061
-258
| -6% | -$37.4K | 0.95% | 30 |
|
|
2017
Q2 | $664K | Sell |
4,319
-1,907
| -31% | -$293K | 0.78% | 36 |
|
|
2017
Q1 | $1.08M | Sell |
6,226
-48
| -0.8% | -$8.36K | 0.49% | 46 |
|
|
2016
Q4 | $1.04M | Buy |
6,274
+241
| +4% | +$40K | 0.48% | 50 |
|
|
2016
Q3 | $958K | Buy |
6,033
+131
| +2% | +$20.8K | 0.43% | 53 |
|
|
2016
Q2 | $896K | Buy |
5,902
+192
| +3% | +$29.1K | 0.44% | 56 |
|
|
2016
Q1 | $865K | Buy |
5,710
+132
| +2% | +$20K | 0.4% | 51 |
|
|
2015
Q4 | $768K | Sell |
5,578
-273
| -5% | -$37.6K | 0.39% | 57 |
|
|
2015
Q3 | $848K | Buy |
5,851
+804
| +16% | +$117K | 0.46% | 50 |
|
|
2015
Q2 | $821K | Buy |
+5,047
| New | +$821K | 0.48% | 55 |
|