CWA
Cypress Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,992
| Closed | -$348K | – | 69 |
|
|
2017
Q2 | $348K | Hold |
2,992
| – | – | 0.41% | 54 |
|
|
2017
Q1 | $344K | Hold |
2,992
| – | – | 0.16% | 121 |
|
|
2016
Q4 | $335K | Hold |
2,992
| – | – | 0.15% | 121 |
|
|
2016
Q3 | $316K | Hold |
2,992
| – | – | 0.14% | 132 |
|
|
2016
Q2 | $309K | Hold |
2,992
| – | – | 0.15% | 129 |
|
|
2016
Q1 | $296K | Buy |
2,992
+17
| +0.6% | +$1.68K | 0.14% | 134 |
|
|
2015
Q4 | $291K | Buy |
2,975
+13
| +0.4% | +$1.27K | 0.15% | 129 |
|
|
2015
Q3 | $276K | Buy |
2,962
+17
| +0.6% | +$1.58K | 0.15% | 139 |
|
|
2015
Q2 | $304K | Buy |
+2,945
| New | +$304K | 0.18% | 112 |
|