Cypress Wealth Services, LLC First Trust Nasdaq 100 Technol Transaction History

Cypress Wealth Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 14, 2021	SELL	$136.79 - $159.82 $444,704 - $519,574	-3,251 Closed	0 $0
Q1 2021 Apr 28, 2021	SELL	$131.92 - $155.38 $14,511 - $17,091	-110 Reduced 3.27%	3,251 $469,000
Q4 2020 Jan 22, 2021	SELL	$115.55 - $138.66 $845,941 - $1.02 Million	-7,321 Reduced 68.54%	3,361 $464,000
Q2 2020 Jul 15, 2020	BUY	$80.3 - $109.08 $225,161 - $305,860	2,804 Added 35.59%	10,682 $1.17 Million
Q1 2020 Apr 10, 2020	BUY	$74.0 - $109.31 $582,972 - $861,144	7,878 New	7,878 $666,000

354

13.3M

9.6K

8.1K

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.