Cypress Wealth Services, LLC First Tr Value Line Divid Inde Transaction History

Cypress Wealth Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 14, 2021	SELL	$38.16 - $40.72 $638,645 - $681,489	-16,736 Closed	0 $0
Q1 2021 Apr 28, 2021	SELL	$34.56 - $38.32 $14,515 - $16,094	-420 Reduced 2.45%	16,736 $636,000
Q4 2020 Jan 22, 2021	SELL	$31.33 - $35.27 $39,099 - $44,016	-1,248 Reduced 6.78%	17,156 $602,000
Q2 2020 Jul 15, 2020	BUY	$26.27 - $33.19 $225,527 - $284,936	8,585 Added 87.43%	18,404 $558,000
Q1 2020 Apr 10, 2020	BUY	$23.88 - $36.88 $234,477 - $362,124	9,819 New	9,819 $272,000

560

153M

5.2K

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Cypress Wealth Services, LLC with notifications on news.