CWA
Cypress Wealth Advisors’s ORIX IX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,100
| Closed | -$179K | – | 130 |
|
|
2017
Q1 | $179K | Hold |
12,100
| – | – | 0.08% | 201 |
|
|
2016
Q4 | $189K | Hold |
12,100
| – | – | 0.09% | 194 |
|
|
2016
Q3 | $176K | Hold |
12,100
| – | – | 0.08% | 192 |
|
|
2016
Q2 | $153K | Hold |
12,100
| – | – | 0.08% | 175 |
|
|
2016
Q1 | $173K | Hold |
12,100
| – | – | 0.08% | 187 |
|
|
2015
Q4 | $170K | Hold |
12,100
| – | – | 0.09% | 171 |
|
|
2015
Q3 | $155K | Buy |
+12,100
| New | +$155K | 0.08% | 175 |
|