CWA
Cypress Wealth Advisors’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-15,035
| Closed | -$110K | – | 183 |
|
|
2017
Q1 | $110K | Buy |
15,035
+4,508
| +43% | +$33K | 0.05% | 210 |
|
|
2016
Q4 | $92K | Hold |
10,527
| – | – | 0.04% | 204 |
|
|
2016
Q3 | $107K | Hold |
10,527
| – | – | 0.05% | 200 |
|
|
2016
Q2 | $100K | Hold |
10,527
| – | – | 0.05% | 183 |
|
|
2016
Q1 | $117K | Hold |
10,527
| – | – | 0.05% | 192 |
|
|
2015
Q4 | $112K | Hold |
10,527
| – | – | 0.06% | 177 |
|
|
2015
Q3 | $102K | Buy |
+10,527
| New | +$102K | 0.06% | 179 |
|