Cypress Wealth Services, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Cypress Wealth Services, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$50.05 - $51.32 $26,276 - $26,943	-525 Reduced 10.74%	4,362 $221,000
Q4 2023 Jan 10, 2024	BUY	$46.72 - $51.48 $228,320 - $251,582	4,887 New	4,887 $250,000
Q3 2021 Oct 13, 2021	SELL	$60.1 - $61.33 $291,304 - $297,266	-4,847 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$60.4 - $62.05 $292,758 - $300,756	4,847 New	4,847 $300,000

408

158M

26.7K

7.8K

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.