CWA
Cypress Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,561
| Closed | -$314K | – | 159 |
|
|
2017
Q1 | $314K | Hold |
3,561
| – | – | 0.14% | 137 |
|
|
2016
Q4 | $305K | Hold |
3,561
| – | – | 0.14% | 134 |
|
|
2016
Q3 | $300K | Hold |
3,561
| – | – | 0.14% | 137 |
|
|
2016
Q2 | $299K | Hold |
3,561
| – | – | 0.15% | 134 |
|
|
2016
Q1 | $285K | Hold |
3,561
| – | – | 0.13% | 137 |
|
|
2015
Q4 | $262K | Buy |
3,561
+17
| +0.5% | +$1.25K | 0.13% | 142 |
|
|
2015
Q3 | $256K | Buy |
3,544
+3
| +0.1% | +$217 | 0.14% | 146 |
|
|
2015
Q2 | $270K | Buy |
+3,541
| New | +$270K | 0.16% | 118 |
|