CWA
Cypress Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-22,550
| Closed | -$937K | – | 168 |
|
|
2017
Q1 | $937K | Buy |
22,550
+3,239
| +17% | +$135K | 0.43% | 51 |
|
|
2016
Q4 | $821K | Sell |
19,311
-267
| -1% | -$11.4K | 0.37% | 61 |
|
|
2016
Q3 | $795K | Buy |
19,578
+2,425
| +14% | +$98.5K | 0.36% | 60 |
|
|
2016
Q2 | $741K | Buy |
17,153
+137
| +0.8% | +$5.92K | 0.37% | 65 |
|
|
2016
Q1 | $667K | Buy |
17,016
+3,567
| +27% | +$140K | 0.31% | 67 |
|
|
2015
Q4 | $463K | Sell |
13,449
-4,777
| -26% | -$164K | 0.23% | 96 |
|
|
2015
Q3 | $594K | Buy |
18,226
+7,041
| +63% | +$229K | 0.32% | 67 |
|
|
2015
Q2 | $397K | Buy |
+11,185
| New | +$397K | 0.23% | 102 |
|