CWA
Cypress Wealth Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,176
| Closed | -$229K | – | 221 |
|
|
2016
Q4 | $229K | Buy |
3,176
+187
| +6% | +$13.5K | 0.1% | 174 |
|
|
2016
Q3 | $205K | Buy |
+2,989
| New | +$205K | 0.09% | 187 |
|
|
2016
Q2 | – | Sell |
-2,940
| Closed | -$242K | – | 206 |
|
|
2016
Q1 | $242K | Buy |
2,940
+143
| +5% | +$11.8K | 0.11% | 157 |
|
|
2015
Q4 | $203K | Sell |
2,797
-12
| -0.4% | -$871 | 0.1% | 167 |
|
|
2015
Q3 | $221K | Buy |
2,809
+318
| +13% | +$25K | 0.12% | 160 |
|
|
2015
Q2 | $203K | Buy |
+2,491
| New | +$203K | 0.12% | 142 |
|