CWA
Cypress Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $217K | Sell |
3,667
-621
| -14% | -$36.7K | 0.25% | 70 |
|
|
2018
Q4 | $241K | Hold |
4,288
| – | – | 0.33% | 65 |
|
|
2018
Q3 | $229K | Hold |
4,288
| – | – | 0.24% | 73 |
|
|
2018
Q2 | $216K | Buy |
+4,288
| New | +$216K | 0.23% | 75 |
|
|
2018
Q1 | – | Sell |
-5,633
| Closed | -$298K | – | 86 |
|
|
2017
Q4 | $298K | Buy |
5,633
+555
| +11% | +$29.4K | 0.29% | 68 |
|
|
2017
Q3 | $251K | Buy |
5,078
+366
| +8% | +$18.1K | 0.41% | 50 |
|
|
2017
Q2 | $210K | Sell |
4,712
-4,285
| -48% | -$191K | 0.25% | 77 |
|
|
2017
Q1 | $439K | Sell |
8,997
-4,043
| -31% | -$197K | 0.2% | 105 |
|
|
2016
Q4 | $696K | Buy |
13,040
+712
| +6% | +$38K | 0.32% | 72 |
|
|
2016
Q3 | $641K | Buy |
12,328
+662
| +6% | +$34.4K | 0.29% | 76 |
|
|
2016
Q2 | $651K | Sell |
11,666
-899
| -7% | -$50.2K | 0.32% | 72 |
|
|
2016
Q1 | $680K | Buy |
12,565
+3,215
| +34% | +$174K | 0.31% | 65 |
|
|
2015
Q4 | $432K | Sell |
9,350
-2,408
| -20% | -$111K | 0.22% | 100 |
|
|
2015
Q3 | $512K | Buy |
11,758
+2,898
| +33% | +$126K | 0.28% | 86 |
|
|
2015
Q2 | $413K | Buy |
+8,860
| New | +$413K | 0.24% | 100 |
|