CWS
Cypress Wealth Services’s Illinois Tool Works ITW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+912
| New | +$225K | 0.04% | 284 |
|
|
2020
Q3 | – | Sell |
-4,192
| Closed | -$733K | – | 119 |
|
|
2020
Q2 | $733K | Sell |
4,192
-8
| -0.2% | -$1.4K | 0.17% | 110 |
|
|
2020
Q1 | $597K | Hold |
4,200
| – | – | 0.18% | 116 |
|
|
2019
Q4 | $754K | Sell |
4,200
-160
| -4% | -$28.7K | 0.19% | 107 |
|
|
2019
Q3 | $682K | Buy |
4,360
+200
| +5% | +$31.3K | 0.19% | 113 |
|
|
2019
Q2 | $627K | Hold |
4,160
| – | – | 0.18% | 116 |
|
|
2019
Q1 | $597K | Buy |
4,160
+26
| +0.6% | +$3.73K | 0.19% | 109 |
|
|
2018
Q4 | $524K | Buy |
4,134
+8
| +0.2% | +$1.01K | 0.21% | 106 |
|
|
2018
Q3 | $582K | Hold |
4,126
| – | – | 0.21% | 111 |
|
|
2018
Q2 | $572K | Hold |
4,126
| – | – | 0.22% | 108 |
|
|
2018
Q1 | $646K | Hold |
4,126
| – | – | 0.28% | 90 |
|
|
2017
Q4 | $688K | Buy |
+4,126
| New | +$688K | 0.29% | 90 |
|