CWA
Cypress Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-18,170
| Closed | -$742K | – | 157 |
|
|
2017
Q1 | $742K | Sell |
18,170
-2
| -0% | -$82 | 0.34% | 69 |
|
|
2016
Q4 | $717K | Sell |
18,172
-270
| -1% | -$10.7K | 0.33% | 70 |
|
|
2016
Q3 | $582K | Buy |
18,442
+335
| +2% | +$10.6K | 0.26% | 85 |
|
|
2016
Q2 | $458K | Sell |
18,107
-76
| -0.4% | -$1.92K | 0.23% | 99 |
|
|
2016
Q1 | $509K | Buy |
18,183
+64
| +0.4% | +$1.79K | 0.23% | 93 |
|
|
2015
Q4 | $597K | Buy |
18,119
+67
| +0.4% | +$2.21K | 0.3% | 75 |
|
|
2015
Q3 | $516K | Buy |
18,052
+1,331
| +8% | +$38K | 0.28% | 85 |
|
|
2015
Q2 | $546K | Buy |
+16,721
| New | +$546K | 0.32% | 79 |
|