CYPRESS WEALTH SERVICES, LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
CYPRESS WEALTH SERVICES, LLC portfolio value:
$457,000
portfolio value
CYPRESS WEALTH SERVICES, LLC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +16.78% | 224 shares | 46K | $287.3 | 1.55K |
| Q2 2022 | share | 0.00% | 0 shares | -74K | $307.82 | 1.33K | |
| Q4 2021 | share | 0.00% | 0 shares | 33K | $364.07 | 1.33K | |
| Q3 2021 | share | 0.00% | 0 shares | -9K | $337.51 | 1.33K | |
| Q2 2021 | share | Decrease | -56.73% | -1.75K shares | -558K | $342.63 | 1.33K |
| Q1 2021 | share | Decrease | -18.02% | -678 shares | -132K | $326.69 | 3.08K |
| Q4 2020 | put | Decrease | -100.00% | -3.76K shares | -1.04M | $301.24 | 0 |
| Q4 2020 | share | Increase | 0.00% | 3.76K shares | 1.15M | $301.24 | 3.76K |
| Q3 2020 | put | Increase | 0.00% | 3.76K shares | 1.04M | $272.12 | 3.76K |
| Q3 2020 | share | Decrease | -100.00% | -3.87K shares | -999K | $272.12 | 0 |
| Q2 2020 | share | Decrease | -1.27% | -50 shares | 139K | $251.52 | 3.87K |
| Q1 2020 | share | Increase | +5.54% | 206 shares | -200K | $212.68 | 3.92K |
| Q4 2019 | share | Decrease | -0.88% | -33 shares | 50K | $274.83 | 3.71K |
| Q3 2019 | share | Increase | +3.48% | 126 shares | 46K | $258.05 | 3.75K |
| Q2 2019 | share | Increase | +12.06% | 390 shares | 126K | $254.04 | 3.62K |
| Q1 2019 | share | Increase | +0.06% | 2 shares | 84K | $246.27 | 3.23K |
| Q4 2018 | share | Decrease | -28.88% | -1.31K shares | -448K | $220.41 | 3.23K |
| Q3 2018 | share | Increase | +9.89% | 409 shares | 198K | $248.47 | 4.54K |
| Q2 2018 | share | Increase | +13.44% | 490 shares | 124K | $226.88 | 4.13K |
| Q1 2018 | share | Decrease | -23.94% | -1.14K shares | -306K | $224.54 | 3.64K |
| Q4 2017 | share | Increase | 0.00% | 4.79K shares | 1.18M | $228.97 | 4.79K |