Cypress Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,419	Closed	-$239K	–	82
2018 Q3	$239K	Hold	1,419	–	–	0.25%	72
2018 Q2	$232K	Hold	1,419	–	–	0.25%	73
2018 Q1	$215K	Sell	1,419 -205	-13%	-$31.7K	0.23%	75
2017 Q4	$248K	Sell	1,624 -1,090	-40%	-$164K	0.24%	75
2017 Q3	$402K	Sell	2,714 -3,785	-58%	-$533K	0.65%	37
2017 Q2	$951K	Sell	6,499 -12,789	-66%	-$1.77M	1.11%	25
2017 Q1	$2.68M	Buy	19,288 +1,920	+11%	+$262K	1.22%	16
2016 Q4	$2.34M	Hold	17,368	–	–	1.07%	21
2016 Q3	$2.16M	Buy	17,368 +1,646	+10%	+$200K	0.97%	24
2016 Q2	$1.81M	Sell	15,722 -7,768	-33%	-$876K	0.89%	25
2016 Q1	$2.6M	Buy	23,490 +130	+0.6%	+$13.5K	1.19%	17
2015 Q4	$2.63M	Buy	23,360 +108	+0.5%	+$12.5K	1.33%	15
2015 Q3	$2.54M	Buy	23,252 +5,573	+32%	+$661K	1.37%	14
2015 Q2	$2.21M	Buy	+17,679	New	+$2.21M	1.29%	18