CWS
Cypress Wealth Services’s Franco-Nevada FNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
2,316
-124
| -5% | -$20.3K | 0.07% | 198 |
|
|
2025
Q1 | $384K | Sell |
2,440
-139
| -5% | -$21.9K | 0.08% | 184 |
|
|
2024
Q4 | $303K | Sell |
2,579
-40
| -2% | -$4.7K | 0.06% | 204 |
|
|
2024
Q3 | $325K | Sell |
2,619
-122
| -4% | -$15.2K | 0.07% | 197 |
|
|
2024
Q2 | $325K | Sell |
2,741
-94
| -3% | -$11.1K | 0.07% | 185 |
|
|
2024
Q1 | $338K | Sell |
2,835
-126
| -4% | -$15K | 0.08% | 182 |
|
|
2023
Q4 | $328K | Sell |
2,961
-49
| -2% | -$5.43K | 0.08% | 183 |
|
|
2023
Q3 | $402K | Sell |
3,010
-52
| -2% | -$6.94K | 0.11% | 154 |
|
|
2023
Q2 | $447K | Sell |
3,062
-156
| -5% | -$22.8K | 0.12% | 145 |
|
|
2023
Q1 | $469K | Sell |
3,218
-136
| -4% | -$19.8K | 0.14% | 132 |
|
|
2022
Q4 | $458K | Sell |
3,354
-162
| -5% | -$22.1K | 0.15% | 131 |
|
|
2022
Q3 | $422K | Sell |
3,516
-85
| -2% | -$10.2K | 0.14% | 128 |
|
|
2022
Q2 | $474K | Sell |
3,601
-29
| -0.8% | -$3.82K | 0.15% | 117 |
|
|
2022
Q1 | $579K | Hold |
3,630
| – | – | 0.16% | 106 |
|
|
2021
Q4 | $502K | Sell |
3,630
-157
| -4% | -$21.7K | 0.14% | 114 |
|
|
2021
Q3 | $492K | Hold |
3,787
| – | – | 0.15% | 111 |
|
|
2021
Q2 | $549K | Sell |
3,787
-59
| -2% | -$8.55K | 0.15% | 115 |
|
|
2021
Q1 | $482K | Sell |
3,846
-74
| -2% | -$9.27K | 0.1% | 153 |
|
|
2020
Q4 | $491K | Buy |
+3,920
| New | +$491K | 0.11% | 150 |
|
|
2020
Q3 | – | Sell |
-4,019
| Closed | -$561K | – | 72 |
|
|
2020
Q2 | $561K | Sell |
4,019
-123
| -3% | -$17.2K | 0.13% | 139 |
|
|
2020
Q1 | $412K | Sell |
4,142
-200
| -5% | -$19.9K | 0.12% | 143 |
|
|
2019
Q4 | $449K | Sell |
4,342
-83
| -2% | -$8.58K | 0.11% | 144 |
|
|
2019
Q3 | $403K | Sell |
4,425
-45
| -1% | -$4.1K | 0.11% | 152 |
|
|
2019
Q2 | $379K | Sell |
4,470
-273
| -6% | -$23.1K | 0.11% | 161 |
|
|
2019
Q1 | $356K | Sell |
4,743
-241
| -5% | -$18.1K | 0.11% | 158 |
|
|
2018
Q4 | $350K | Sell |
4,984
-70
| -1% | -$4.92K | 0.14% | 137 |
|
|
2018
Q3 | $316K | Hold |
5,054
| – | – | 0.11% | 159 |
|
|
2018
Q2 | $369K | Hold |
5,054
| – | – | 0.14% | 146 |
|
|
2018
Q1 | $346K | Hold |
5,054
| – | – | 0.15% | 129 |
|
|
2017
Q4 | $404K | Buy |
+5,054
| New | +$404K | 0.17% | 123 |
|