CWA
Cypress Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $435K | Sell |
9,011
-918
| -9% | -$44.3K | 0.5% | 55 |
|
|
2018
Q4 | $458K | Sell |
9,929
-102
| -1% | -$4.71K | 0.63% | 45 |
|
|
2018
Q3 | $527K | Sell |
10,031
-64
| -0.6% | -$3.36K | 0.55% | 53 |
|
|
2018
Q2 | $560K | Sell |
10,095
-126
| -1% | -$6.99K | 0.61% | 51 |
|
|
2018
Q1 | $536K | Buy |
10,221
+916
| +10% | +$48K | 0.58% | 53 |
|
|
2017
Q4 | $565K | Buy |
9,305
+447
| +5% | +$27.1K | 0.54% | 51 |
|
|
2017
Q3 | $489K | Sell |
8,858
-1,450
| -14% | -$80K | 0.79% | 32 |
|
|
2017
Q2 | $571K | Sell |
10,308
-7,582
| -42% | -$420K | 0.67% | 41 |
|
|
2017
Q1 | $996K | Sell |
17,890
-126
| -0.7% | -$7.02K | 0.45% | 49 |
|
|
2016
Q4 | $993K | Buy |
18,016
+671
| +4% | +$37K | 0.45% | 51 |
|
|
2016
Q3 | $768K | Buy |
17,345
+1,648
| +10% | +$73K | 0.35% | 61 |
|
|
2016
Q2 | $743K | Buy |
15,697
+93
| +0.6% | +$4.4K | 0.37% | 64 |
|
|
2016
Q1 | $755K | Buy |
15,604
+4,388
| +39% | +$212K | 0.35% | 57 |
|
|
2015
Q4 | $610K | Buy |
11,216
+236
| +2% | +$12.8K | 0.31% | 74 |
|
|
2015
Q3 | $564K | Buy |
10,980
+3,522
| +47% | +$181K | 0.31% | 72 |
|
|
2015
Q2 | $419K | Buy |
+7,458
| New | +$419K | 0.25% | 99 |
|