CWA
TWX
Cypress Wealth Advisors’s Time Warner Inc TWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,575
| Closed | -$447K | – | 201 |
|
|
2017
Q1 | $447K | Sell |
4,575
-39
| -0.8% | -$3.81K | 0.2% | 104 |
|
|
2016
Q4 | $445K | Buy |
4,614
+91
| +2% | +$8.78K | 0.2% | 103 |
|
|
2016
Q3 | $360K | Buy |
4,523
+381
| +9% | +$30.3K | 0.16% | 124 |
|
|
2016
Q2 | $305K | Buy |
4,142
+25
| +0.6% | +$1.84K | 0.15% | 132 |
|
|
2016
Q1 | $299K | Sell |
4,117
-16
| -0.4% | -$1.16K | 0.14% | 132 |
|
|
2015
Q4 | $267K | Buy |
4,133
+62
| +2% | +$4.01K | 0.14% | 138 |
|
|
2015
Q3 | $280K | Buy |
4,071
+1,633
| +67% | +$112K | 0.15% | 136 |
|
|
2015
Q2 | $213K | Buy |
+2,438
| New | +$213K | 0.12% | 139 |
|