CYPRESS WEALTH SERVICES, LLC – Schwab U.S. Broad Market ETF Transaction History
CYPRESS WEALTH SERVICES, LLC portfolio value:
$211,000
portfolio value
CYPRESS WEALTH SERVICES, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -58.88% | -7.07K shares | -320K | $41.99 | 4.94K |
| Q2 2022 | share | Decrease | -16.28% | -2.33K shares | -280K | $44.19 | 12.01K |
| Q4 2021 | share | Increase | +99.97% | 7.17K shares | 66K | $113.36 | 14.35K |
| Q3 2021 | share | Increase | +94.32% | 6.96K shares | -25K | $103.86 | 14.35K |
| Q2 2021 | share | Increase | +72.64% | 6.21K shares | -58K | $103.94 | 14.77K |
| Q1 2021 | share | Increase | +79.40% | 7.57K shares | -40K | $96.11 | 17.11K |
| Q4 2020 | put | Decrease | -100.00% | -10.18K shares | -811K | $90.16 | 0 |
| Q4 2020 | share | Increase | 0.00% | 19.08K shares | 868K | $90.16 | 19.08K |
| Q3 2020 | put | Increase | 0.00% | 20.36K shares | 811K | $78.59 | 20.36K |
| Q3 2020 | share | Decrease | -100.00% | -10.40K shares | -765K | $78.59 | 0 |
| Q2 2020 | share | Decrease | -1.30% | -274 shares | -509K | $72.04 | 20.81K |
| Q1 2020 | share | Increase | +85.15% | 19.39K shares | -477K | $59.01 | 42.18K |
| Q4 2019 | share | Increase | +16.48% | 6.44K shares | -1.02M | $74.64 | 45.56K |
| Q3 2019 | share | Increase | +82.13% | 35.27K shares | -252K | $68.53 | 78.23K |
| Q2 2019 | share | Increase | +119.95% | 46.85K shares | 372K | $67.74 | 85.91K |
| Q1 2019 | share | Increase | +276.84% | 57.38K shares | 1.41M | $65.07 | 78.11K |
| Q4 2018 | share | Increase | +110.33% | 21.74K shares | -146K | $57.07 | 41.46K |
| Q3 2018 | share | Increase | +121.58% | 21.63K shares | 214K | $66.69 | 39.42K |
| Q2 2018 | share | Increase | +107.22% | 18.41K shares | 79K | $62.24 | 35.58K |
| Q1 2018 | share | Increase | +131.77% | 19.52K shares | 139K | $59.91 | 34.34K |
| Q4 2017 | share | Increase | 0.00% | 29.63K shares | 956K | $60.35 | 29.63K |