CWA
Cypress Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,285
| Closed | -$292K | – | 177 |
|
|
2017
Q1 | $292K | Buy |
3,285
+349
| +12% | +$31K | 0.13% | 153 |
|
|
2016
Q4 | $229K | Sell |
2,936
-234
| -7% | -$18.3K | 0.1% | 175 |
|
|
2016
Q3 | $262K | Buy |
3,170
+206
| +7% | +$17K | 0.12% | 150 |
|
|
2016
Q2 | $220K | Buy |
2,964
+46
| +2% | +$3.41K | 0.11% | 159 |
|
|
2016
Q1 | $223K | Buy |
+2,918
| New | +$223K | 0.1% | 167 |
|