Cypress Wealth Services, LLC Energy Sector Spdr Transaction History

Cypress Wealth Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 18, 2023	BUY	$76.09 - $94.08 $25,870 - $31,987	340 Added 8.78%	4,212 $0
Q3 2022 Oct 14, 2022	BUY	$67.49 - $84.09 $261,321 - $325,596	3,872 New	3,872 $317,000
Q1 2021 Apr 28, 2021	SELL	$37.96 - $53.57 $402,148 - $567,520	-10,594 Closed	0 $0
Q4 2020 Jan 22, 2021	SELL	$27.71 - $41.6 $141,016 - $211,702	-5,089 Reduced 32.45%	10,594 $402,000
Q2 2020 Jul 15, 2020	BUY	$27.62 - $46.86 $101,531 - $172,257	3,676 Added 30.62%	15,683 $594,000
Q1 2020 Apr 10, 2020	BUY	$23.57 - $60.87 $283,004 - $730,866	12,007 New	12,007 $349,000

2,025

235M

45.7M

111M

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.