CWA
Cypress Wealth Advisors’s Sanofi SNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,749
| Closed | -$305K | – | 165 |
|
|
2017
Q1 | $305K | Buy |
6,749
+296
| +5% | +$13.4K | 0.14% | 141 |
|
|
2016
Q4 | $261K | Buy |
6,453
+164
| +3% | +$6.63K | 0.12% | 157 |
|
|
2016
Q3 | $240K | Buy |
6,289
+242
| +4% | +$9.24K | 0.11% | 158 |
|
|
2016
Q2 | $253K | Sell |
6,047
-100
| -2% | -$4.18K | 0.13% | 146 |
|
|
2016
Q1 | $247K | Buy |
+6,147
| New | +$247K | 0.11% | 155 |
|
|
2015
Q4 | – | Sell |
-6,775
| Closed | -$322K | – | 198 |
|
|
2015
Q3 | $322K | Buy |
+6,775
| New | +$322K | 0.17% | 119 |
|