Cypress Wealth Services, LLC Closed Holding Positions

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q2 2020 Filed on Jul 15, 2020
2,419
$151.58 - $208.58 $367K - $505K
C
Citigroup Inc

Financial Services
Q1 2020 Filed on Apr 10, 2020
3,693
$35.39 - $81.91 $131K - $302K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q1 2020 Filed on Apr 10, 2020
10,489
$46.68 - $50.35 $490K - $528K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q1 2020 Filed on Apr 10, 2020
6,143
$29.16 - $44.16 $179K - $271K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 10, 2020
2,152
$34.6 - $51.17 $74.5K - $110K
FDL
First Tr Morningstar Dividend

ETFs
Q1 2020 Filed on Apr 10, 2020
8,772
$19.15 - $32.68 $168K - $287K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 10, 2020
11,610
N/A
FRI
First Tr S&P Reit Index Fd

ETFs
Q1 2020 Filed on Apr 10, 2020
11,000
$15.54 - $27.83 $171K - $306K
First Tr Excnge Trd Alphadex
Q1 2020 Filed on Apr 10, 2020
15,370
N/A
WDIV
Spdr S&P Global Dividend ETF

ETFs
Q1 2020 Filed on Apr 10, 2020
3,675
$41.06 - $72.17 $151K - $265K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2020 Filed on Apr 10, 2020
11,475
$15.07 - $19.34 $173K - $222K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q1 2020 Filed on Apr 10, 2020
5,016
$16.3 - $48.35 $81.8K - $243K
AEP
American Electric Power CO Inc

Utilities
Q1 2020 Filed on Apr 10, 2020
2,292
$70.0 - $104.33 $160K - $239K
LBTYK
Liberty Global PLC

Communication Services
Q1 2020 Filed on Apr 10, 2020
9,283
$14.75 - $21.6 $137K - $201K
SO
Southern CO

Utilities
Q1 2020 Filed on Apr 10, 2020
4,874
$43.23 - $70.85 $211K - $345K
UTG
Reaves Utility Income Fund

Financial Services
Q1 2020 Filed on Apr 10, 2020
6,930
$20.65 - $40.16 $143K - $278K
CB
Chubb LTD

Financial Services
Q4 2019 Filed on Jan 14, 2020
1,886
$147.72 - $162.06 $279K - $306K
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2019 Filed on Jan 14, 2020
6,000
$31.84 - $41.15 $191K - $247K
FDT
First Trust Developed Markets

ETFs
Q4 2019 Filed on Jan 14, 2020
4,000
$50.94 - $55.86 $204K - $223K
AMAT
Applied Materials Inc

Technology
Q4 2019 Filed on Jan 14, 2020
4,006
$49.31 - $62.35 $198K - $250K
DOC
Physicians Realty Trust

Real Estate
Q4 2019 Filed on Jan 14, 2020
10,200
$17.38 - $19.24 $177K - $196K
Ishares Tr
Q3 2019 Filed on Oct 16, 2019
10,867
N/A
Seagate Technology PLC
Q3 2019 Filed on Oct 16, 2019
27,679
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2019 Filed on Oct 16, 2019
5,037
$35.53 - $42.1 $179K - $212K
SLB
Schlumberger Limited

Energy
Q3 2019 Filed on Oct 16, 2019
5,721
$31.25 - $40.97 $179K - $234K
IWC
Russell Micro Cap ETF

ETFs
Q3 2019 Filed on Oct 16, 2019
4,362
$84.33 - $93.69 $368K - $409K
FDM
First Trust Dow Jones Select M

ETFs
Q3 2019 Filed on Oct 16, 2019
10,798
$42.06 - $48.11 $454K - $519K
NSC
Norfolk Southern Corp

Industrials
Q3 2019 Filed on Oct 16, 2019
1,805
$169.28 - $206.46 $306K - $373K
LIN
Linde PLC

Basic Materials
Q3 2019 Filed on Oct 16, 2019
1,264
$184.26 - $206.82 $233K - $261K
MTD
Mettler Toledo International Inc

Healthcare
Q3 2019 Filed on Oct 16, 2019
400
$642.84 - $872.45 $257K - $349K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q3 2019 Filed on Oct 16, 2019
1,930
$110.45 - $156.36 $213K - $302K
WELL
Welltower Inc.

Real Estate
Q3 2019 Filed on Oct 16, 2019
2,486
$81.74 - $92.46 $203K - $230K
BEN
Franklin Resources Inc

Financial Services
Q3 2019 Filed on Oct 16, 2019
121,140
$25.93 - $35.51 $3.14M - $4.3M
TSCO
Tractor Supply CO

Consumer Cyclical
Q3 2019 Filed on Oct 16, 2019
4,092
$88.96 - $112.97 $364K - $462K
ECL
Ecolab Inc.

Basic Materials
Q3 2019 Filed on Oct 16, 2019
1,255
$192.11 - $208.57 $241K - $262K
Bt Group PLC
Q3 2019 Filed on Oct 16, 2019
10,959
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2019 Filed on Oct 16, 2019
10,171
$24.37 - $30.03 $248K - $305K
CPRT
Copart Inc

Consumer Cyclical
Q3 2019 Filed on Oct 16, 2019
11,100
$73.4 - $83.44 $815K - $926K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q3 2019 Filed on Oct 16, 2019
9,112
$33.01 - $33.68 $301K - $307K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
Q3 2019 Filed on Oct 16, 2019
11,130
$13.47 - $15.38 $150K - $171K
VTR
Ventas, Inc.

Real Estate
Q3 2019 Filed on Oct 16, 2019
3,505
$66.92 - $75.23 $235K - $264K
Invesco Exchng Traded Fd Tr
Q3 2019 Filed on Oct 16, 2019
11,463
N/A
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2019 Filed on Jul 24, 2019
7,523
$52.28 - $56.09 $393K - $422K
Invesco Exch Trd Slf Idx Fd
Q2 2019 Filed on Jul 24, 2019
17,810
N/A
MSA
Msa Safety Inc

Industrials
Q2 2019 Filed on Jul 24, 2019
10,011
$99.38 - $112.96 $995K - $1.13M
VGSH
Vanguard

ETFs
Q2 2019 Filed on Jul 24, 2019
4,620
N/A
WTMF
Wisdomtree Tr Managed Futures

ETFs
Q2 2019 Filed on Jul 24, 2019
5,630
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 24, 2019
5,467
N/A
Dreyfus Alcentra Gbl Cr Inco
Q2 2019 Filed on Jul 24, 2019
30,031
N/A
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