CWS
Cypress Wealth Services’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,622
| Closed | -$4.16M | – | 213 |
|
|
2020
Q2 | $4.16M | Sell |
12,622
-11
| -0.1% | -$3.63K | 0.99% | 27 |
|
|
2020
Q1 | $3.1M | Hold |
12,633
| – | – | 0.91% | 32 |
|
|
2019
Q4 | $3.45M | Sell |
12,633
-113
| -0.9% | -$30.9K | 0.87% | 34 |
|
|
2019
Q3 | $3.12M | Buy |
12,746
+1
| +0% | +$245 | 0.86% | 36 |
|
|
2019
Q2 | $2.9M | Buy |
12,745
+13
| +0.1% | +$2.96K | 0.84% | 37 |
|
|
2019
Q1 | $2.68M | Hold |
12,732
| – | – | 0.85% | 35 |
|
|
2018
Q4 | $2.16M | Buy |
12,732
+12
| +0.1% | +$2.04K | 0.86% | 36 |
|
|
2018
Q3 | $2.49M | Buy |
12,720
+1
| +0% | +$195 | 0.89% | 34 |
|
|
2018
Q2 | $2.59M | Buy |
12,719
+418
| +3% | +$85.2K | 0.98% | 29 |
|
|
2018
Q1 | $2.35M | Hold |
12,301
| – | – | 1% | 30 |
|
|
2017
Q4 | $2.08M | Buy |
+12,301
| New | +$2.08M | 0.87% | 33 |
|