CWA
Cypress Wealth Advisors’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $230K | Buy |
+2,000
| New | +$230K | 0.26% | 68 |
|
|
2018
Q4 | – | Sell |
-2,081
| Closed | -$205K | – | 85 |
|
|
2018
Q3 | $205K | Buy |
+2,081
| New | +$205K | 0.22% | 79 |
|
|
2017
Q2 | – | Sell |
-4,763
| Closed | -$344K | – | 164 |
|
|
2017
Q1 | $344K | Buy |
4,763
+81
| +2% | +$5.85K | 0.16% | 122 |
|
|
2016
Q4 | $276K | Hold |
4,682
| – | – | 0.13% | 147 |
|
|
2016
Q3 | $278K | Hold |
4,682
| – | – | 0.13% | 143 |
|
|
2016
Q2 | $253K | Hold |
4,682
| – | – | 0.13% | 145 |
|
|
2016
Q1 | $227K | Hold |
4,682
| – | – | 0.1% | 165 |
|
|
2015
Q4 | $214K | Hold |
4,682
| – | – | 0.11% | 162 |
|
|
2015
Q3 | $216K | Buy |
+4,682
| New | +$216K | 0.12% | 161 |
|