Cypress Wealth Services, LLC First Tr Exchange Traded Fd Vi Transaction History

Cypress Wealth Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$21.51 - $23.37 $5,248 - $5,702	-244 Reduced 1.77%	13,555 $309,000
Q4 2024 Jan 14, 2025	SELL	$21.53 - $22.81 $668,700 - $708,455	-31,059 Reduced 69.24%	13,799 $297,000
Q3 2024 Oct 08, 2024	SELL	$21.48 - $23.09 $12,351 - $13,276	-575 Reduced 1.27%	44,858 $1.03 Million
Q1 2023 Apr 07, 2023	BUY	$18.59 - $19.9 $221,611 - $237,227	11,921 Added 35.57%	45,433 $903,000
Q4 2021 Jan 19, 2022	BUY	$19.64 - $20.55 $175,247 - $183,367	8,923 Added 36.29%	33,512 $675,000
Q3 2021 Oct 13, 2021	BUY	$19.7 - $20.58 $484,403 - $506,041	24,589 New	24,589 $490,000

7.15M

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