CWA
Cypress Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.83M | Sell |
31,980
-664
| -2% | -$58.7K | 3.23% | 7 |
|
|
2018
Q4 | $2.18M | Hold |
32,644
| – | – | 2.99% | 8 |
|
|
2018
Q3 | $2.66M | Buy |
32,644
+483
| +2% | +$39.4K | 2.8% | 8 |
|
|
2018
Q2 | $2.6M | Sell |
32,161
-998
| -3% | -$80.6K | 2.81% | 8 |
|
|
2018
Q1 | $3.3M | Buy |
33,159
+177
| +0.5% | +$17.6K | 3.57% | 3 |
|
|
2017
Q4 | $3.49M | Buy |
32,982
+405
| +1% | +$42.8K | 3.34% | 7 |
|
|
2017
Q3 | $3.62M | Hold |
32,577
| – | – | 5.84% | 3 |
|
|
2017
Q2 | $3.83M | Sell |
32,577
-711
| -2% | -$83.5K | 4.47% | 3 |
|
|
2017
Q1 | $3.76M | Buy |
33,288
+724
| +2% | +$81.7K | 1.71% | 12 |
|
|
2016
Q4 | $2.98M | Sell |
32,564
-640
| -2% | -$58.5K | 1.36% | 17 |
|
|
2016
Q3 | $3.23M | Buy |
33,204
+190
| +0.6% | +$18.5K | 1.46% | 12 |
|
|
2016
Q2 | $3.36M | Buy |
33,014
+309
| +0.9% | +$31.4K | 1.66% | 10 |
|
|
2016
Q1 | $3.21M | Sell |
32,705
-2,265
| -6% | -$222K | 1.47% | 13 |
|
|
2015
Q4 | $3.07M | Buy |
34,970
+88
| +0.3% | +$7.74K | 1.56% | 13 |
|
|
2015
Q3 | $2.77M | Buy |
34,882
+90
| +0.3% | +$7.14K | 1.5% | 12 |
|
|
2015
Q2 | $2.79M | Buy |
+34,792
| New | +$2.79M | 1.63% | 12 |
|