CWA
Cypress Wealth Advisors’s Nomura Holdings NMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $43K | Sell |
11,869
-200
| -2% | -$725 | 0.05% | 78 |
|
|
2018
Q4 | $45K | Buy |
+12,069
| New | +$45K | 0.06% | 75 |
|
|
2017
Q2 | – | Sell |
-15,570
| Closed | -$98K | – | 145 |
|
|
2017
Q1 | $98K | Sell |
15,570
-1,471
| -9% | -$9.26K | 0.04% | 211 |
|
|
2016
Q4 | $101K | Buy |
17,041
+1,471
| +9% | +$8.72K | 0.05% | 201 |
|
|
2016
Q3 | $69K | Buy |
+15,570
| New | +$69K | 0.03% | 203 |
|
|
2016
Q1 | – | Sell |
-18,249
| Closed | -$101K | – | 211 |
|
|
2015
Q4 | $101K | Sell |
18,249
-1,020
| -5% | -$5.65K | 0.05% | 179 |
|
|
2015
Q3 | $112K | Buy |
+19,269
| New | +$112K | 0.06% | 178 |
|