Cypress Wealth Services, LLC Ishares Tr U S Utils ETF Transaction History

Cypress Wealth Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 18, 2023	BUY	$76.38 - $89.16 $840 - $980	11 Added 0.41%	2,688 $0
Q3 2022 Oct 14, 2022	BUY	$81.13 - $95.89 $811 - $958	10 Added 0.37%	2,677 $211,000
Q2 2022 Jul 27, 2022	BUY	$78.85 - $93.89 $210,292 - $250,404	2,667 New	2,667 $228,000
Q2 2020 Jul 15, 2020	SELL	$64.5 - $78.05 $163,830 - $198,247	-2,540 Closed	0 $0
Q2 2018 Aug 06, 2018	SELL	$61.72 - $66.07 $123,440 - $132,140	-2,000 Reduced 44.05%	2,540 $335,000
Q4 2017 Feb 05, 2018	BUY	$65.78 - $71.11 $298,641 - $322,839	4,540	4,540 $603,000

283

7.81M

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.