CWA
Cypress Wealth Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.05M | Sell |
35,725
-637
| -2% | -$36.6K | 2.35% | 13 |
|
|
2018
Q4 | $1.8M | Sell |
36,362
-44
| -0.1% | -$2.17K | 2.47% | 11 |
|
|
2018
Q3 | $2.2M | Hold |
36,406
| – | – | 2.31% | 13 |
|
|
2018
Q2 | $2.07M | Sell |
36,406
-458
| -1% | -$26K | 2.24% | 12 |
|
|
2018
Q1 | $2.3M | Sell |
36,864
-704
| -2% | -$43.9K | 2.49% | 10 |
|
|
2017
Q4 | $2.68M | Buy |
37,568
+1,222
| +3% | +$87.3K | 2.57% | 10 |
|
|
2017
Q3 | $2.31M | Sell |
36,346
-395
| -1% | -$25.1K | 3.73% | 5 |
|
|
2017
Q2 | $2.74M | Sell |
36,741
-972
| -3% | -$72.4K | 3.19% | 7 |
|
|
2017
Q1 | $2.69M | Buy |
37,713
+193
| +0.5% | +$13.8K | 1.23% | 15 |
|
|
2016
Q4 | $2.54M | Buy |
37,520
+1,237
| +3% | +$83.6K | 1.16% | 19 |
|
|
2016
Q3 | $2.29M | Buy |
36,283
+173
| +0.5% | +$10.9K | 1.03% | 19 |
|
|
2016
Q2 | $2.49M | Buy |
36,110
+49
| +0.1% | +$3.38K | 1.23% | 16 |
|
|
2016
Q1 | $2.26M | Sell |
36,061
-3,456
| -9% | -$217K | 1.03% | 19 |
|
|
2015
Q4 | $2.3M | Buy |
39,517
+112
| +0.3% | +$6.52K | 1.17% | 20 |
|
|
2015
Q3 | $2.14M | Buy |
39,405
+263
| +0.7% | +$14.3K | 1.16% | 16 |
|
|
2015
Q2 | $1.91M | Buy |
+39,142
| New | +$1.91M | 1.12% | 21 |
|