CWA
Cypress Wealth Advisors’s Mizuho Financial MFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,776
| Closed | -$43K | – | 138 |
|
|
2017
Q1 | $43K | Sell |
11,776
-2,431
| -17% | -$8.88K | 0.02% | 216 |
|
|
2016
Q4 | $51K | Buy |
14,207
+1,247
| +10% | +$4.48K | 0.02% | 206 |
|
|
2016
Q3 | $44K | Buy |
12,960
+280
| +2% | +$951 | 0.02% | 205 |
|
|
2016
Q2 | $36K | Buy |
+12,680
| New | +$36K | 0.02% | 190 |
|
|
2016
Q1 | – | Sell |
-24,748
| Closed | -$100K | – | 210 |
|
|
2015
Q4 | $100K | Sell |
24,748
-825
| -3% | -$3.33K | 0.05% | 180 |
|
|
2015
Q3 | $95K | Buy |
+25,573
| New | +$95K | 0.05% | 180 |
|