Cypress Wealth Services, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 14, 2022	SELL	$21.18 - $21.25 $85,207 - $85,488	-4,023 Reduced 11.8%	30,072 $638,000
Q2 2022 Jul 27, 2022	SELL	$21.16 - $21.27 $2,623 - $2,637	-124 Reduced 0.36%	34,095 $722,000
Q4 2021 Jan 19, 2022	BUY	$21.37 - $21.54 $171,408 - $172,772	8,021 Added 30.62%	34,219 $732,000
Q3 2021 Oct 13, 2021	BUY	$21.52 - $21.61 $85,520 - $85,878	3,974 Added 17.88%	26,198 $564,000
Q2 2021 Jul 14, 2021	SELL	$21.59 - $21.67 $89,771 - $90,103	-4,158 Reduced 15.76%	22,224 $480,000
Q1 2021 Apr 28, 2021	BUY	$21.63 - $21.75 $8,457 - $8,504	391 Added 1.5%	26,382 $571,000
Q4 2020 Jan 22, 2021	SELL	$21.73 - $21.88 $82,965 - $83,537	-3,818 Reduced 12.81%	25,991 $565,000
Q2 2020 Jul 15, 2020	BUY	$20.89 - $21.91 $622,710 - $653,115	29,809 New	29,809 $650,000

Others Institutions Holding BSCM

# of Institutions

6

Shares Held

246K

Call Options Held

0

Put Options Held

0

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