CWA
Cypress Wealth Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,450
| Closed | -$219K | – | 83 |
|
|
2018
Q1 | $219K | Hold |
1,450
| – | – | 0.24% | 74 |
|
|
2017
Q4 | $209K | Buy |
+1,450
| New | +$209K | 0.2% | 78 |
|
|
2017
Q2 | – | Sell |
-2,487
| Closed | -$299K | – | 153 |
|
|
2017
Q1 | $299K | Sell |
2,487
-31
| -1% | -$3.73K | 0.14% | 146 |
|
|
2016
Q4 | $295K | Buy |
2,518
+59
| +2% | +$6.91K | 0.13% | 138 |
|
|
2016
Q3 | $222K | Buy |
+2,459
| New | +$222K | 0.1% | 173 |
|
|
2016
Q1 | – | Sell |
-2,358
| Closed | -$225K | – | 212 |
|
|
2015
Q4 | $225K | Buy |
2,358
+32
| +1% | +$3.05K | 0.11% | 158 |
|
|
2015
Q3 | $207K | Buy |
+2,326
| New | +$207K | 0.11% | 167 |
|