CWA
SEMG
Cypress Wealth Advisors’s SEMGROUP CORPORATION SEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.12M | Sell |
76,150
-5,600
| -7% | -$82.5K | 1.28% | 30 |
|
|
2018
Q4 | $1.13M | Buy |
81,750
+10,250
| +14% | +$141K | 1.55% | 22 |
|
|
2018
Q3 | $1.58M | Sell |
71,500
-12,675
| -15% | -$280K | 1.66% | 22 |
|
|
2018
Q2 | $2.14M | Sell |
84,175
-1,725
| -2% | -$43.8K | 2.31% | 11 |
|
|
2018
Q1 | $1.84M | Hold |
85,900
| – | – | 1.99% | 16 |
|
|
2017
Q4 | $2.59M | Buy |
+85,900
| New | +$2.59M | 2.49% | 11 |
|
|
2017
Q2 | – | Sell |
-30,500
| Closed | -$1.1M | – | 195 |
|
|
2017
Q1 | $1.1M | Sell |
30,500
-1,350
| -4% | -$48.6K | 0.5% | 44 |
|
|
2016
Q4 | $1.33M | Sell |
31,850
-50
| -0.2% | -$2.09K | 0.61% | 40 |
|
|
2016
Q3 | $1.13M | Buy |
31,900
+2,400
| +8% | +$84.9K | 0.51% | 49 |
|
|
2016
Q2 | $961K | Buy |
29,500
+8,400
| +40% | +$274K | 0.47% | 51 |
|
|
2016
Q1 | $473K | Buy |
+21,100
| New | +$473K | 0.22% | 101 |
|
|
2015
Q4 | – | Sell |
-6,600
| Closed | -$285K | – | 200 |
|
|
2015
Q3 | $285K | Hold |
6,600
| – | – | 0.15% | 133 |
|
|
2015
Q2 | $525K | Buy |
+6,600
| New | +$525K | 0.31% | 83 |
|