Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 19, 2022

SELL
N/A
-12,609 Closed
0 $0
Q3 2021

Oct 13, 2021

SELL
N/A
-8,556 Reduced 40.43%
12,609 $312,000
Q2 2021

Jul 14, 2021

SELL
N/A
-1,275 Reduced 5.68%
21,165 $524,000
Q1 2021

Apr 28, 2021

BUY
N/A
516 Added 2.35%
22,440 $558,000
Q4 2020

Jan 22, 2021

BUY
N/A
6,689 Added 43.91%
21,924 $546,000
Q2 2020

Jul 15, 2020

SELL
N/A
-170 Reduced 1.1%
15,235 $383,000
Q1 2020

Apr 10, 2020

BUY
N/A
3 Added 0.02%
15,405 $380,000
Q4 2019

Jan 14, 2020

SELL
N/A
-794 Reduced 4.9%
15,402 $384,000
Q3 2019

Oct 16, 2019

BUY
N/A
804 Added 5.22%
16,196 $405,000
Q2 2019

Jul 24, 2019

BUY
N/A
313 Added 2.08%
15,392 $384,000
Q1 2019

Apr 19, 2019

BUY
N/A
3 Added 0.02%
15,079 $373,000
Q4 2018

Jan 22, 2019

SELL
N/A
-2,567 Reduced 14.55%
15,076 $367,000
Q3 2018

Oct 19, 2018

BUY
N/A
207 Added 1.19%
17,643 $430,000
Q2 2018

Aug 06, 2018

BUY
N/A
3,977 Added 29.55%
17,436 $425,000
Q1 2018

May 01, 2018

BUY
N/A
1 Added 0.01%
13,459 $329,000
Q4 2017

Feb 05, 2018

BUY
N/A
13,458
13,458 $334,000
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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