CWA
XYZ

Cypress Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Cypress Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-107,747
Closed -$2.8M – 81
2017
Q2 		$2.8M Buy
107,747
+44,750
+71% +$1.16M 3.27% 6
2017
Q1 		$1.09M Hold
62,997
– – 0.5% 45
2016
Q4 		$859K Hold
62,997
– – 0.39% 56
2016
Q3 		$735K Buy
+62,997
New +$735K 0.33% 68