CWA
XYZ

Cypress Wealth Advisors’s Block Inc XYZ Stock Holding History

Cypress Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
2017
Q2 		$2.8M Buy
2017
Q1 		$1.09M Hold
2016
Q4 		$859K Hold
2016
Q3 		$735K Buy