CWA
Cypress Wealth Advisors’s United Microelectronic UMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $19K | Sell |
10,043
-2,287
| -19% | -$4.33K | 0.02% | 80 |
|
|
2018
Q4 | $22K | Sell |
12,330
-7,196
| -37% | -$12.8K | 0.03% | 77 |
|
|
2018
Q3 | $50K | Sell |
19,526
-1,144
| -6% | -$2.93K | 0.05% | 83 |
|
|
2018
Q2 | $58K | Buy |
+20,670
| New | +$58K | 0.06% | 80 |
|
|
2018
Q1 | – | Sell |
-22,357
| Closed | -$53K | – | 85 |
|
|
2017
Q4 | $53K | Sell |
22,357
-1,429
| -6% | -$3.39K | 0.05% | 84 |
|
|
2017
Q3 | $59K | Buy |
23,786
+3,329
| +16% | +$8.26K | 0.1% | 62 |
|
|
2017
Q2 | $50K | Sell |
20,457
-71,543
| -78% | -$175K | 0.06% | 83 |
|
|
2017
Q1 | $178K | Buy |
+92,000
| New | +$178K | 0.08% | 202 |
|
|
2016
Q1 | – | Sell |
-48,269
| Closed | -$91K | – | 214 |
|
|
2015
Q4 | $91K | Buy |
+48,269
| New | +$91K | 0.05% | 183 |
|