Cypress Wealth Services, LLC Closed Holding Positions

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 27, 2022
3,421
$58.47 - $66.38 $200K - $227K
AIA
Ishares S&P Asia 50 ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
4,066
$59.58 - $71.24 $242K - $290K
FE
Firstenergy Corp

Utilities
Q2 2022 Filed on Jul 27, 2022
6,045
$35.91 - $48.46 $217K - $293K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2022 Filed on Jul 27, 2022
2,559
$72.75 - $89.85 $186K - $230K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Jul 27, 2022
2,865
$60.93 - $72.3 $175K - $207K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2022 Filed on Jul 27, 2022
4,138
$93.52 - $125.2 $387K - $518K
Nuveen Cr Opportunities 2022
Q2 2022 Filed on Jul 27, 2022
28,418
N/A
UNP
Union Pacific Corp

Industrials
Q2 2022 Filed on Jul 27, 2022
859
$206.45 - $259.96 $177K - $223K
FEX
First Tr Large Cap Core Alphde

ETFs
Q2 2022 Filed on Jul 27, 2022
4,706
$74.38 - $89.47 $350K - $421K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Jul 27, 2022
6,530
$37.88 - $48.01 $247K - $314K
RIOT
Riot Blockchain, Inc.

Technology
Q2 2022 Filed on Jul 27, 2022
10,595
$4.19 - $20.73 $44.4K - $220K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2022 Filed on Jul 27, 2022
9,243
$24.51 - $28.87 $227K - $267K
Hive Blockchain Technlgies L
Q2 2022 Filed on Jul 27, 2022
20,510
N/A
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2022 Filed on Jul 27, 2022
2,170
$75.41 - $102.47 $164K - $222K
SMRT
Smart Rent, Inc.

Technology
Q2 2022 Filed on Jul 27, 2022
18,832
$3.64 - $6.26 $68.5K - $118K
XM
Qualtrics International Inc.

Technology
Q2 2022 Filed on Jul 27, 2022
8,695
$11.51 - $29.02 $100K - $252K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Jul 27, 2022
1,639
$57.51 - $145.19 $94.3K - $238K
Corvus Gold Inc
Q1 2022 Filed on Apr 22, 2022
855,119
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 22, 2022
1,661
$93.61 - $194.94 $155K - $324K
ILCV
Ishares Morningstar Value ETF

ETFs
Q1 2022 Filed on Apr 22, 2022
3,256
$64.84 - $70.54 $211K - $230K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2022 Filed on Apr 22, 2022
9,706
$49.51 - $49.96 $481K - $485K
IYG
Ishares Tr

ETFs
Q1 2022 Filed on Apr 22, 2022
1,208
$55.98 - $67.65 $67.6K - $81.7K
RBLX
Roblox Corp

Communication Services
Q1 2022 Filed on Apr 22, 2022
2,198
$36.68 - $98.81 $80.6K - $217K
HPQ
Hp Inc

Technology
Q1 2022 Filed on Apr 22, 2022
6,835
$34.07 - $39.84 $233K - $272K
Blackrock 2022 Gbl Incm Opp
Q4 2021 Filed on Jan 19, 2022
37,804
N/A
Ishares Tr
Q4 2021 Filed on Jan 19, 2022
12,609
N/A
First Tr Sr Floating Rate 20
Q4 2021 Filed on Jan 19, 2022
35,124
N/A
ALK
Alaska Air Group, Inc.

Industrials
Q4 2021 Filed on Jan 19, 2022
5,025
$46.29 - $62.2 $233K - $313K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Jan 19, 2022
2,812
$58.39 - $78.64 $164K - $221K
MMM
3 M CO

Industrials
Q4 2021 Filed on Jan 19, 2022
1,161
$170.04 - $183.66 $197K - $213K
Nuveen Corporate Incm Noveme
Q4 2021 Filed on Jan 19, 2022
35,535
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 19, 2022
26,664
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2021 Filed on Jan 19, 2022
1,516
$129.26 - $142.92 $196K - $217K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
Q4 2021 Filed on Jan 19, 2022
7,500
$34.25 - $35.24 $257K - $264K
PH
Parker Hannifin Corp

Industrials
Q3 2021 Filed on Oct 13, 2021
1,149
$279.47 - $313.39 $321K - $360K
ALLE
Allegion PLC

Industrials
Q3 2021 Filed on Oct 13, 2021
3,526
$132.18 - $148.13 $466K - $522K
CMI
Cummins Inc

Industrials
Q3 2021 Filed on Oct 13, 2021
1,099
$219.54 - $243.28 $241K - $267K
DOCU
Docusign, Inc.

Technology
Q3 2021 Filed on Oct 13, 2021
1,312
$256.89 - $310.05 $337K - $407K
TGT
Target Corp

Consumer Defensive
Q3 2021 Filed on Oct 13, 2021
5,091
$228.77 - $264.07 $1.16M - $1.34M
NEE
Nextera Energy Inc

Utilities
Q3 2021 Filed on Oct 13, 2021
4,517
$74.19 - $86.48 $335K - $391K
FLO
Flowers Foods Inc

Consumer Defensive
Q3 2021 Filed on Oct 13, 2021
12,322
$22.68 - $25.17 $279K - $310K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 13, 2021
1,158
$36.55 - $41.17 $42.3K - $47.7K
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Oct 13, 2021
1,388
$162.19 - $187.74 $225K - $261K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2021 Filed on Oct 13, 2021
3,717
$57.41 - $63.0 $213K - $234K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
Q3 2021 Filed on Oct 13, 2021
1,943
$109.95 - $117.63 $214K - $229K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q3 2021 Filed on Oct 13, 2021
7,722
$35.1 - $35.84 $271K - $277K
IR
Ingersoll Rand Inc.

Industrials
Q3 2021 Filed on Oct 13, 2021
9,695
$46.25 - $54.98 $448K - $533K
TT
Trane Technologies PLC

Industrials
Q3 2021 Filed on Oct 13, 2021
11,323
$172.65 - $206.56 $1.95M - $2.34M
VFC
V F Corp

Consumer Cyclical
Q3 2021 Filed on Oct 13, 2021
4,949
$66.05 - $84.55 $327K - $418K
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