CWA
Cypress Wealth Advisors’s Banco Santander SAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $56K | Hold |
12,063
| – | – | 0.06% | 77 |
|
|
2018
Q4 | $54K | Buy |
12,063
+113
| +0.9% | +$506 | 0.07% | 74 |
|
|
2018
Q3 | $60K | Sell |
11,950
-500
| -4% | -$2.51K | 0.06% | 81 |
|
|
2018
Q2 | $66K | Buy |
+12,450
| New | +$66K | 0.07% | 79 |
|
|
2018
Q1 | – | Sell |
-15,134
| Closed | -$99K | – | 83 |
|
|
2017
Q4 | $99K | Buy |
15,134
+2,350
| +18% | +$15.4K | 0.09% | 83 |
|
|
2017
Q3 | $89K | Sell |
12,784
-1,939
| -13% | -$13.5K | 0.14% | 60 |
|
|
2017
Q2 | $98K | Sell |
14,723
-40,286
| -73% | -$268K | 0.11% | 81 |
|
|
2017
Q1 | $334K | Buy |
55,009
+797
| +1% | +$4.84K | 0.15% | 130 |
|
|
2016
Q4 | $281K | Buy |
54,212
+2,472
| +5% | +$12.8K | 0.13% | 145 |
|
|
2016
Q3 | $228K | Buy |
51,740
+14,169
| +38% | +$62.4K | 0.1% | 169 |
|
|
2016
Q2 | $147K | Buy |
+37,571
| New | +$147K | 0.07% | 176 |
|
|
2016
Q1 | – | Sell |
-50,464
| Closed | -$246K | – | 213 |
|
|
2015
Q4 | $246K | Buy |
+50,464
| New | +$246K | 0.12% | 149 |
|