CWA
Cypress Wealth Advisors’s Smith & Nephew SNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,084
| Closed | -$250K | – | 163 |
|
|
2017
Q1 | $250K | Sell |
8,084
-155
| -2% | -$4.79K | 0.11% | 163 |
|
|
2016
Q4 | $248K | Buy |
8,239
+658
| +9% | +$19.8K | 0.11% | 161 |
|
|
2016
Q3 | $249K | Buy |
7,581
+7
| +0.1% | +$230 | 0.11% | 155 |
|
|
2016
Q2 | $260K | Sell |
7,574
-360
| -5% | -$12.4K | 0.13% | 143 |
|
|
2016
Q1 | $264K | Buy |
7,934
+554
| +8% | +$18.4K | 0.12% | 147 |
|
|
2015
Q4 | $263K | Sell |
7,380
-12
| -0.2% | -$428 | 0.13% | 141 |
|
|
2015
Q3 | $259K | Buy |
+7,392
| New | +$259K | 0.14% | 144 |
|