CWS
Cypress Wealth Services’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,362
| Closed | -$406K | – | 261 |
|
|
2019
Q2 | $406K | Buy |
4,362
+288
| +7% | +$26.8K | 0.12% | 153 |
|
|
2019
Q1 | $378K | Sell |
4,074
-23
| -0.6% | -$2.13K | 0.12% | 149 |
|
|
2018
Q4 | $338K | Sell |
4,097
-2,535
| -38% | -$209K | 0.13% | 141 |
|
|
2018
Q3 | $705K | Buy |
6,632
+507
| +8% | +$53.9K | 0.25% | 95 |
|
|
2018
Q2 | $647K | Buy |
6,125
+770
| +14% | +$81.3K | 0.25% | 99 |
|
|
2018
Q1 | $514K | Buy |
5,355
+957
| +22% | +$91.9K | 0.22% | 105 |
|
|
2017
Q4 | $421K | Buy |
+4,398
| New | +$421K | 0.17% | 117 |
|