Cypress Wealth Services, LLC First Tr Large Cap Value Transaction History

Cypress Wealth Services, LLC

$468 Million
Q1 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 14, 2021	SELL	$63.99 - $68.35 $1.47 Million - $1.57 Million	-23,033 Closed	0 $0
Q1 2021 Apr 28, 2021	SELL	$54.05 - $64.23 $26,160 - $31,087	-484 Reduced 2.06%	23,033 $1.47 Million
Q4 2020 Jan 22, 2021	SELL	$46.41 - $55.46 $116,024 - $138,650	-2,500 Reduced 9.61%	23,517 $1.29 Million
Q2 2020 Jul 15, 2020	SELL	$34.68 - $53.54 $31,107 - $48,025	-897 Reduced 3.33%	26,017 $1.18 Million
Q1 2020 Apr 10, 2020	SELL	$31.41 - $57.08 $110,688 - $201,149	-3,524 Reduced 11.58%	26,914 $990,000
Q4 2019 Jan 14, 2020	BUY	$48.87 - $56.67 $190,593 - $221,013	3,900 Added 14.7%	30,438 $1.72 Million
Q3 2019 Oct 16, 2019	SELL	$47.83 - $53.48 $28,698 - $32,087	-600 Reduced 2.21%	26,538 $1.37 Million
Q1 2019 Apr 19, 2019	BUY	$45.74 - $52.6 $480,727 - $552,826	10,510 Added 63.21%	27,138 $1.4 Million
Q4 2018 Jan 22, 2019	BUY	$43.92 - $54.36 $235,850 - $291,913	5,370 Added 47.7%	16,628 $769,000
Q3 2018 Oct 19, 2018	BUY	$52.28 - $55.43 $49,666 - $52,658	950 Added 9.22%	11,258 $610,000
Q2 2018 Aug 06, 2018	BUY	$51.57 - $53.83 $25,785 - $26,915	500 Added 5.1%	10,308 $539,000
Q1 2018 May 01, 2018	BUY	$51.51 - $57.69 $51,510 - $57,690	1,000 Added 11.35%	9,808 $517,000
Q4 2017 Feb 05, 2018	BUY	$51.31 - $54.99 $451,938 - $484,351	8,808	8,808 $481,000

Others Institutions Holding FTA

# of Institutions

218

Shares Held

11.1M

Call Options Held

0

Put Options Held

0

About FIRST TR LARGE CAP VALUE

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