CWA
Cypress Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-22,155
| Closed | -$161K | – | 162 |
|
|
2017
Q1 | $161K | Sell |
22,155
-760
| -3% | -$5.52K | 0.07% | 204 |
|
|
2016
Q4 | $175K | Buy |
22,915
+1,270
| +6% | +$9.7K | 0.08% | 197 |
|
|
2016
Q3 | $146K | Buy |
21,645
+7,720
| +55% | +$52.1K | 0.07% | 195 |
|
|
2016
Q2 | $80K | Buy |
13,925
+2,940
| +27% | +$16.9K | 0.04% | 187 |
|
|
2016
Q1 | $66K | Buy |
+10,985
| New | +$66K | 0.03% | 197 |
|