CWS
Cypress Wealth Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,874
| Closed | -$310K | – | 269 |
|
|
2019
Q4 | $310K | Buy |
4,874
+358
| +8% | +$22.8K | 0.08% | 188 |
|
|
2019
Q3 | $279K | Buy |
4,516
+113
| +3% | +$6.98K | 0.08% | 196 |
|
|
2019
Q2 | $243K | Buy |
4,403
+101
| +2% | +$5.57K | 0.07% | 216 |
|
|
2019
Q1 | $222K | Sell |
4,302
-695
| -14% | -$35.9K | 0.07% | 226 |
|
|
2018
Q4 | $219K | Sell |
4,997
-2,730
| -35% | -$120K | 0.09% | 185 |
|
|
2018
Q3 | $337K | Buy |
7,727
+161
| +2% | +$7.02K | 0.12% | 154 |
|
|
2018
Q2 | $350K | Buy |
7,566
+1,808
| +31% | +$83.6K | 0.13% | 153 |
|
|
2018
Q1 | $257K | Sell |
5,758
-1,370
| -19% | -$61.1K | 0.11% | 151 |
|
|
2017
Q4 | $343K | Buy |
+7,128
| New | +$343K | 0.14% | 134 |
|