Cypress Wealth Advisors’s ORIX IX Stock Holding History

Cypress Wealth Advisors’s Portfolio IX Stock Details IX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell
2017 Q1	$179K	Hold
2016 Q4	$189K	Hold
2016 Q3	$176K	Hold
2016 Q2	$153K	Hold
2016 Q1	$173K	Hold
2015 Q4	$170K	Hold
2015 Q3	$155K	Buy