Cypress Wealth Services, LLC Closed Holding Positions

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
O
Realty Income Corp

Real Estate
Q2 2019 Filed on Jul 24, 2019
2,979
$64.56 - $71.02 $192K - $212K
Invesco Exch Trd Slf Idx Fd
Q2 2019 Filed on Jul 24, 2019
17,810
N/A
Dreyfus Alcentra Gbl Cr Inco
Q2 2019 Filed on Jul 24, 2019
30,031
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 24, 2019
5,467
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2019 Filed on Apr 19, 2019
3,420
$58.97 - $68.54 $202K - $234K
EMR
Emerson Electric CO

Industrials
Q1 2019 Filed on Apr 19, 2019
3,593
$58.46 - $69.26 $210K - $249K
Hovnanian Enterprises Inc
Q1 2019 Filed on Apr 19, 2019
20,000
N/A
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2019 Filed on Apr 19, 2019
9,275
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2018 Filed on Jan 22, 2019
3,887
N/A
IFV
First Trust Dorsey Wright Inte

ETFs
Q4 2018 Filed on Jan 22, 2019
11,500
$16.87 - $20.34 $194K - $234K
NWE
Northwestern Corp

Utilities
Q4 2018 Filed on Jan 22, 2019
4,847
$57.96 - $64.46 $281K - $312K
BIDU
Baidu, Inc.

Communication Services
Q4 2018 Filed on Jan 22, 2019
946
$157.12 - $227.4 $149K - $215K
PXD
Pioneer Natural Resources CO

Energy
Q4 2018 Filed on Jan 22, 2019
3,695
$120.51 - $187.92 $445K - $694K
EQT
Eqt Corp

Energy
Q4 2018 Filed on Jan 22, 2019
5,400
$16.63 - $25.89 $89.8K - $140K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q4 2018 Filed on Jan 22, 2019
8,891
N/A
FTSL
First Trust Senior Ln Fund

ETFs
Q4 2018 Filed on Jan 22, 2019
4,297
$45.42 - $48.15 $195K - $207K
IDV
Ishares Tr

ETFs
Q4 2018 Filed on Jan 22, 2019
9,084
N/A
Praxair Inc
Q4 2018 Filed on Jan 22, 2019
10,111
N/A
Ishares Tr
Q4 2018 Filed on Jan 22, 2019
10,590
N/A
GNL
Global Net Lease, Inc.

Real Estate
Q4 2018 Filed on Jan 22, 2019
10,204
$17.07 - $21.79 $174K - $222K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
Q3 2018 Filed on Oct 19, 2018
2,891
N/A
EWI
Ishares Inc Msci Italy ETF

ETFs
Q3 2018 Filed on Oct 19, 2018
7,671
$26.69 - $29.87 $205K - $229K
HAL
Halliburton CO

Energy
Q3 2018 Filed on Oct 19, 2018
4,441
$36.69 - $46.26 $163K - $205K
Bb&T Corp
Q2 2018 Filed on Aug 06, 2018
4,064
N/A
Organovo Hldgs Inc
Q2 2018 Filed on Aug 06, 2018
12,000
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 06, 2018
11,450
N/A
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2018 Filed on Aug 06, 2018
8,186
$24.04 - $30.07 $197K - $246K
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 06, 2018
15,045
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 06, 2018
46,353
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 06, 2018
6,708
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q2 2018 Filed on Aug 06, 2018
3,539
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 06, 2018
27,309
N/A
LNT
Alliant Energy Corp

Utilities
Q2 2018 Filed on Aug 06, 2018
5,929
$38.38 - $43.27 $228K - $257K
Rydex ETF Trust
Q1 2018 Filed on May 01, 2018
7,524
N/A
Rydex ETF Trust
Q1 2018 Filed on May 01, 2018
10,449
N/A
CMP
Compass Minerals International Inc

Basic Materials
Q1 2018 Filed on May 01, 2018
3,271
$58.85 - $75.65 $192K - $247K
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.

Choose your preferred platform and Sign Up 👇 Telegram Email