CWA
Cypress Wealth Advisors’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,475
| Closed | -$226K | – | 74 |
|
|
2017
Q2 | $226K | Sell |
6,475
-9,691
| -60% | -$338K | 0.26% | 70 |
|
|
2017
Q1 | $531K | Buy |
16,166
+163
| +1% | +$5.35K | 0.24% | 92 |
|
|
2016
Q4 | $460K | Hold |
16,003
| – | – | 0.21% | 100 |
|
|
2016
Q3 | $490K | Buy |
16,003
+1,305
| +9% | +$40K | 0.22% | 97 |
|
|
2016
Q2 | $386K | Buy |
14,698
+432
| +3% | +$11.3K | 0.19% | 108 |
|
|
2016
Q1 | $374K | Buy |
+14,266
| New | +$374K | 0.17% | 116 |
|