CWS
Cypress Wealth Services’s Seagate STX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-27,679
| Closed | -$1.3M | – | 269 |
|
|
2019
Q2 | $1.3M | Sell |
27,679
-300
| -1% | -$14.1K | 0.38% | 82 |
|
|
2019
Q1 | $1.34M | Hold |
27,979
| – | – | 0.42% | 69 |
|
|
2018
Q4 | $1.08M | Buy |
27,979
+935
| +3% | +$36.1K | 0.43% | 70 |
|
|
2018
Q3 | $1.28M | Sell |
27,044
-60
| -0.2% | -$2.84K | 0.46% | 67 |
|
|
2018
Q2 | $1.53M | Hold |
27,104
| – | – | 0.58% | 48 |
|
|
2018
Q1 | $1.59M | Sell |
27,104
-2,908
| -10% | -$170K | 0.68% | 45 |
|
|
2017
Q4 | $1.26M | Buy |
+30,012
| New | +$1.26M | 0.52% | 53 |
|