CWA
Cypress Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.51M | Sell |
12,793
-1,960
| -13% | -$231K | 1.73% | 20 |
|
|
2018
Q4 | $1.5M | Hold |
14,753
| – | – | 2.06% | 14 |
|
|
2018
Q3 | $1.69M | Hold |
14,753
| – | – | 1.77% | 21 |
|
|
2018
Q2 | $1.46M | Sell |
14,753
-2,444
| -14% | -$241K | 1.58% | 24 |
|
|
2018
Q1 | $1.57M | Sell |
17,197
-525
| -3% | -$47.9K | 1.7% | 22 |
|
|
2017
Q4 | $1.52M | Sell |
17,722
-235
| -1% | -$20.1K | 1.45% | 24 |
|
|
2017
Q3 | $1.34M | Buy |
17,957
+207
| +1% | +$15.4K | 2.16% | 13 |
|
|
2017
Q2 | $1.22M | Sell |
17,750
-37,341
| -68% | -$2.57M | 1.43% | 19 |
|
|
2017
Q1 | $3.63M | Sell |
55,091
-168
| -0.3% | -$11.1K | 1.66% | 13 |
|
|
2016
Q4 | $3.43M | Buy |
55,259
+675
| +1% | +$41.9K | 1.57% | 14 |
|
|
2016
Q3 | $3.14M | Buy |
54,584
+3,511
| +7% | +$202K | 1.42% | 13 |
|
|
2016
Q2 | $2.61M | Sell |
51,073
-547
| -1% | -$28K | 1.29% | 15 |
|
|
2016
Q1 | $2.85M | Buy |
51,620
+6,642
| +15% | +$367K | 1.3% | 15 |
|
|
2015
Q4 | $2.5M | Buy |
44,978
+430
| +1% | +$23.9K | 1.26% | 16 |
|
|
2015
Q3 | $1.97M | Buy |
44,548
+2,032
| +5% | +$90K | 1.07% | 19 |
|
|
2015
Q2 | $1.88M | Buy |
+42,516
| New | +$1.88M | 1.1% | 24 |
|