CWA
Cypress Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,188
| Closed | -$696K | – | 133 |
|
|
2017
Q1 | $696K | Sell |
6,188
-118
| -2% | -$13.3K | 0.32% | 73 |
|
|
2016
Q4 | $651K | Buy |
6,306
+109
| +2% | +$11.3K | 0.3% | 75 |
|
|
2016
Q3 | $631K | Buy |
6,197
+189
| +3% | +$19.2K | 0.28% | 81 |
|
|
2016
Q2 | $529K | Buy |
6,008
+50
| +0.8% | +$4.4K | 0.26% | 87 |
|
|
2016
Q1 | $563K | Sell |
5,958
-28
| -0.5% | -$2.65K | 0.26% | 83 |
|
|
2015
Q4 | $583K | Buy |
5,986
+66
| +1% | +$6.43K | 0.3% | 79 |
|
|
2015
Q3 | $534K | Buy |
5,920
+1,980
| +50% | +$179K | 0.29% | 77 |
|
|
2015
Q2 | $368K | Buy |
+3,940
| New | +$368K | 0.22% | 105 |
|