Cypress Wealth Advisors’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,870
| Closed | -$326K | – | 213 |
|
|
2017
Q1 | $326K | Buy |
1,870
+153
| +9% | +$26.7K | 0.15% | 133 |
|
|
2016
Q4 | $293K | Sell |
1,717
-2,038
| -54% | -$348K | 0.13% | 140 |
|
|
2016
Q3 | $728K | Buy |
3,755
+1,958
| +109% | +$380K | 0.33% | 69 |
|
|
2016
Q2 | $331K | Buy |
1,797
+183
| +11% | +$33.7K | 0.16% | 120 |
|
|
2016
Q1 | $277K | Sell |
1,614
-3
| -0.2% | -$515 | 0.13% | 140 |
|
|
2015
Q4 | $331K | Buy |
1,617
+23
| +1% | +$4.71K | 0.17% | 113 |
|
|
2015
Q3 | $327K | Buy |
+1,594
| New | +$327K | 0.18% | 117 |
|