CWA
MZTI
Cypress Wealth Advisors’s The Marzetti Company Common Stock MZTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,622
| Closed | -$209K | – | 132 |
|
|
2017
Q1 | $209K | Buy |
1,622
+54
| +3% | +$6.96K | 0.1% | 195 |
|
|
2016
Q4 | $222K | Sell |
1,568
-1,300
| -45% | -$184K | 0.1% | 182 |
|
|
2016
Q3 | $379K | Buy |
2,868
+187
| +7% | +$24.7K | 0.17% | 117 |
|
|
2016
Q2 | $342K | Hold |
2,681
| – | – | 0.17% | 117 |
|
|
2016
Q1 | $296K | Hold |
2,681
| – | – | 0.14% | 135 |
|
|
2015
Q4 | $310K | Hold |
2,681
| – | – | 0.16% | 120 |
|
|
2015
Q3 | $261K | Buy |
+2,681
| New | +$261K | 0.14% | 143 |
|