CYPRESS WEALTH SERVICES, LLC – The Charles Schwab Corporation Transaction History
CYPRESS WEALTH SERVICES, LLC portfolio value:
$253,000
portfolio value
CYPRESS WEALTH SERVICES, LLC quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -28.43% | -1.35K shares | -48K | $71.87 | 3.40K |
| Q2 2022 | share | Increase | +9.27% | 404 shares | -66K | $63.18 | 4.76K |
| Q4 2021 | share | Increase | +2.54% | 108 shares | 57K | $84.48 | 4.35K |
| Q3 2021 | share | Decrease | -5.37% | -241 shares | -17K | $72.68 | 4.25K |
| Q2 2021 | share | Increase | +1.31% | 58 shares | 38K | $72.48 | 4.49K |
| Q1 2021 | share | Increase | +3.60% | 154 shares | 62K | $64.71 | 4.43K |
| Q4 2020 | share | Increase | 0.00% | 4.27K shares | 227K | $52.49 | 4.27K |
| Q1 2020 | share | Decrease | -100.00% | -4.21K shares | -201K | $32.79 | 0 |
| Q4 2019 | share | Increase | 0.00% | 4.21K shares | 201K | $46.21 | 4.21K |