CWA
Cypress Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,036
| Closed | -$634K | – | 68 |
|
|
2017
Q2 | $634K | Sell |
9,036
-3,206
| -26% | -$225K | 0.74% | 38 |
|
|
2017
Q1 | $847K | Buy |
12,242
+6,121
| +100% | +$424K | 0.39% | 58 |
|
|
2016
Q4 | $842K | Hold |
6,121
| – | – | 0.38% | 58 |
|
|
2016
Q3 | $760K | Buy |
6,121
+1,265
| +26% | +$157K | 0.34% | 62 |
|
|
2016
Q2 | $564K | Hold |
4,856
| – | – | 0.28% | 82 |
|
|
2016
Q1 | $547K | Hold |
4,856
| – | – | 0.25% | 87 |
|
|
2015
Q4 | $535K | Hold |
4,856
| – | – | 0.27% | 84 |
|
|
2015
Q3 | $518K | Hold |
4,856
| – | – | 0.28% | 84 |
|
|
2015
Q2 | $572K | Buy |
+4,856
| New | +$572K | 0.33% | 75 |
|