Cypress Financial Planning LLC Spdr Bloomberg Short Term High Transaction History

Cypress Financial Planning LLC

$240 Million
Q2 2024

A detailed history of Cypress Financial Planning LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Cypress Financial Planning LLC holds 43,792 shares of SJNK stock, worth $1.12 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

43,792

Previous 51,004 14.14%

Holding current value

$1.12 Million

Previous $1.29 Million 15.01%

% of portfolio

0.46%

Previous 0.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$24.69 - $25.06 $178,064 - $180,732	-7,212 Reduced 14.14%	43,792 $1.09 Million
Q1 2024 Apr 12, 2024	BUY	$24.97 - $25.29 $48,991 - $49,618	1,962 Added 4.0%	51,004 $1.29 Million
Q4 2023 Jan 09, 2024	BUY	$23.92 - $25.29 $48,366 - $51,136	2,022 Added 4.3%	49,042 $1.23 Million
Q3 2023 Oct 10, 2023	BUY	$24.38 - $24.83 $153,642 - $156,478	6,302 Added 15.48%	47,020 $1.15 Million
Q2 2023 Jul 11, 2023	BUY	$24.32 - $24.74 $29,646 - $30,158	1,219 Added 3.09%	40,718 $1.01 Million
Q1 2023 Apr 07, 2023	BUY	$24.16 - $25.15 $76,514 - $79,650	3,167 Added 8.72%	39,499 $981,000
Q4 2022 Jan 30, 2023	SELL	$23.68 - $24.88 $46,365 - $48,715	-1,958 Reduced 5.11%	36,332 $880,000
Q3 2022 Oct 13, 2022	BUY	$23.77 - $25.45 $133,967 - $143,436	5,636 Added 17.26%	38,290 $911,000
Q2 2022 Jul 20, 2022	BUY	$23.97 - $26.27 $782,716 - $857,820	32,654 New	32,654 $788,000

Others Institutions Holding SJNK

# of Institutions

376

Shares Held

131M

Call Options Held

100

Put Options Held

200

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Cypress Financial Planning LLC Spdr Bloomberg Short Term High Transaction History