CWA
Cypress Wealth Advisors’s ArcelorMittal MT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-24,005
| Closed | -$200K | – | 141 |
|
|
2017
Q1 | $200K | Sell |
24,005
-790
| -3% | -$6.58K | 0.09% | 200 |
|
|
2016
Q4 | $181K | Hold |
24,795
| – | – | 0.08% | 195 |
|
|
2016
Q3 | $150K | Buy |
24,795
+1,032
| +4% | +$6.24K | 0.07% | 194 |
|
|
2016
Q2 | $111K | Hold |
23,763
| – | – | 0.05% | 181 |
|
|
2016
Q1 | $109K | Buy |
23,763
+1,089
| +5% | +$5K | 0.05% | 194 |
|
|
2015
Q4 | $96K | Buy |
+22,674
| New | +$96K | 0.05% | 182 |
|