CWA
Cypress Wealth Advisors’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,656
| Closed | -$397K | – | 171 |
|
|
2017
Q1 | $397K | Buy |
3,656
+22
| +0.6% | +$2.39K | 0.18% | 114 |
|
|
2016
Q4 | $426K | Buy |
3,634
+232
| +7% | +$27.2K | 0.19% | 106 |
|
|
2016
Q3 | $395K | Buy |
3,402
+972
| +40% | +$113K | 0.18% | 114 |
|
|
2016
Q2 | $243K | Sell |
2,430
-587
| -19% | -$58.7K | 0.12% | 152 |
|
|
2016
Q1 | $321K | Buy |
3,017
+374
| +14% | +$39.8K | 0.15% | 127 |
|
|
2015
Q4 | $325K | Buy |
2,643
+92
| +4% | +$11.3K | 0.16% | 114 |
|
|
2015
Q3 | $299K | Buy |
+2,551
| New | +$299K | 0.16% | 125 |
|