Cypress Wealth Services, LLC Closed Holding Positions

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2021 Filed on Jul 14, 2021
2,138
$156.91 - $173.97 $335K - $372K
FNY
First Trust Mid Cap Growth Alp
Q2 2021 Filed on Jul 14, 2021
7,119
N/A
DHR
Danaher Corp

Healthcare
Q2 2021 Filed on Jul 14, 2021
1,395
$225.08 - $271.69 $314K - $379K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2021 Filed on Jul 14, 2021
2,196
$157.67 - $176.2 $346K - $387K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
4,827
$53.31 - $54.16 $257K - $261K
COTY
Coty Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
15,958
$6.33 - $9.37 $101K - $150K
CAT
Caterpillar Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
1,114
$180.63 - $233.63 $201K - $260K
SGOL
Abrdn Gold ETF Trust

ETFs
Q1 2021 Filed on Apr 28, 2021
16,000
$16.15 - $18.73 $258K - $300K
ZG
Zillow Group, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
1,501
$122.88 - $203.79 $184K - $306K
Newpark Res Inc
Q1 2021 Filed on Apr 28, 2021
10,000
N/A
XLK
Technology Sector Spdr

ETFs
Q1 2021 Filed on Apr 28, 2021
1,918
$125.83 - $138.59 $241K - $266K
Allianzgi Conv & Incm 2024 T
Q1 2021 Filed on Apr 28, 2021
20,000
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2021 Filed on Apr 28, 2021
2,724
$93.7 - $99.63 $255K - $271K
Ssga Active ETF Tr
Q1 2021 Filed on Apr 28, 2021
17,620
N/A
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q4 2020 Filed on Jan 22, 2021
4,956
$28.55 - $35.06 $141K - $174K
GIM
Templeton Global Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
12,250
$5.13 - $5.51 $62.8K - $67.5K
ED
Consolidated Edison Inc

Utilities
Q4 2020 Filed on Jan 22, 2021
2,665
$69.65 - $83.05 $186K - $221K
RDS-A
Shell PLC

Energy
Q4 2020 Filed on Jan 22, 2021
33,062
$21.96 - $36.93 $726K - $1.22M
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 22, 2021
26,495
N/A
Ishares Tr
Q4 2020 Filed on Jan 22, 2021
33,564
N/A
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q4 2020 Filed on Jan 22, 2021
8,863
$50.51 - $50.57 $448K - $448K
CHTR
Charter Communications, Inc.

Communication Services
Q3 2020 Filed on Oct 23, 2020
2,279
$517.69 - $633.05 $1.18M - $1.44M
NIO
Nio Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 23, 2020
16,250
$7.91 - $21.22 $129K - $345K
FDX
Fedex Corp

Industrials
Q3 2020 Filed on Oct 23, 2020
4,061
$155.48 - $254.44 $631K - $1.03M
SPLK
Splunk Inc

Technology
Q3 2020 Filed on Oct 23, 2020
1,021
$174.89 - $223.59 $179K - $228K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2020 Filed on Oct 23, 2020
866
$231.04 - $500.53 $200K - $433K
ITW
Illinois Tool Works Inc

Industrials
Q3 2020 Filed on Oct 23, 2020
4,192
$172.44 - $201.95 $723K - $847K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2020 Filed on Oct 23, 2020
33,302
$34.67 - $43.16 $1.15M - $1.44M
Xilinx Inc
Q3 2020 Filed on Oct 23, 2020
8,741
N/A
PSX
Phillips 66

Energy
Q3 2020 Filed on Oct 23, 2020
9,011
$51.84 - $69.11 $467K - $623K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2020 Filed on Oct 23, 2020
14,126
$28.77 - $35.93 $406K - $508K
CPB
Campbell Soup CO

Consumer Defensive
Q3 2020 Filed on Oct 23, 2020
4,329
$45.18 - $53.48 $196K - $232K
BR
Broadridge Financial Solutions, Inc.

Technology
Q3 2020 Filed on Oct 23, 2020
2,516
$125.12 - $143.13 $315K - $360K
Match Group Inc
Q3 2020 Filed on Oct 23, 2020
35,739
N/A
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q3 2020 Filed on Oct 23, 2020
11,298
$27.54 - $29.06 $311K - $328K
FYT
First Trust Small Cap

ETFs
Q3 2020 Filed on Oct 23, 2020
13,300
$28.49 - $34.08 $379K - $453K
FXN
First Tr Exchange Traded Fd Fi

ETFs
Q3 2020 Filed on Oct 23, 2020
101,335
$5.49 - $7.24 $556K - $734K
FYC
First Trust Small Cap Growth A

ETFs
Q3 2020 Filed on Oct 23, 2020
10,300
$41.62 - $49.2 $429K - $507K
K
Kellogg CO

Consumer Defensive
Q3 2020 Filed on Oct 23, 2020
20,805
$61.13 - $70.94 $1.27M - $1.48M
SPGI
S&P Global Inc.

Financial Services
Q3 2020 Filed on Oct 23, 2020
12,622
$333.25 - $378.41 $4.21M - $4.78M
NLY
Annaly Capital Management Inc

Real Estate
Q3 2020 Filed on Oct 23, 2020
10,537
$6.3 - $7.63 $66.4K - $80.4K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2020 Filed on Jul 15, 2020
4,321
$50.12 - $51.49 $217K - $222K
MEAR
Blackrock Short Maturity Munic

ETFs
Q2 2020 Filed on Jul 15, 2020
6,911
$49.27 - $50.15 $341K - $347K
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 15, 2020
10,296
N/A
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2020 Filed on Jul 15, 2020
3,354
$59.7 - $77.34 $200K - $259K
United Technologies Corp
Q2 2020 Filed on Jul 15, 2020
2,556
N/A
Alps ETF Tr
Q2 2020 Filed on Jul 15, 2020
26,110
N/A
VGIT
Vanguard Intermediate Term Tre

ETFs
Q2 2020 Filed on Jul 15, 2020
4,713
$69.86 - $70.63 $329K - $333K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2020 Filed on Jul 15, 2020
7,107
$37.38 - $47.13 $266K - $335K
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