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

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	SELL	$21.17 - $21.26 $15,348 - $15,413	-725 Reduced 1.75%	40,625 $862,000
Q2 2023 Jul 21, 2023	BUY	$21.08 - $21.2 $341,601 - $343,546	16,205 Added 64.45%	41,350 $875,000
Q1 2023 Apr 07, 2023	SELL	$21.0 - $21.08 $30,303 - $30,418	-1,443 Reduced 5.43%	25,145 $530,000
Q3 2022 Oct 14, 2022	SELL	$20.86 - $21.0 $8,782 - $8,841	-421 Reduced 1.56%	26,588 $555,000
Q2 2022 Jul 27, 2022	BUY	$20.9 - $21.1 $2,445 - $2,468	117 Added 0.44%	27,009 $566,000
Q4 2021 Jan 19, 2022	BUY	$21.45 - $21.68 $14,714 - $14,872	686 Added 2.62%	26,892 $577,000
Q3 2021 Oct 13, 2021	BUY	$21.67 - $21.74 $85,509 - $85,786	3,946 Added 17.73%	26,206 $568,000
Q2 2021 Jul 14, 2021	SELL	$21.71 - $21.79 $92,354 - $92,694	-4,254 Reduced 16.04%	22,260 $484,000
Q1 2021 Apr 28, 2021	BUY	$21.73 - $21.89 $8,431 - $8,493	388 Added 1.49%	26,514 $577,000
Q4 2020 Jan 22, 2021	SELL	$21.81 - $21.9 $83,684 - $84,030	-3,837 Reduced 12.81%	26,126 $572,000
Q2 2020 Jul 15, 2020	BUY	$20.47 - $21.83 $613,342 - $654,092	29,963 New	29,963 $652,000

Others Institutions Holding BSCN

# of Institutions

23

Shares Held

990K

Call Options Held

0

Put Options Held

0

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