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  Name: Cypress Wealth Services LLC
  City: PALM DESERT
  State: CA
  Zip: 92211
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $429,244,000
  Total Value Change : $28,344,000
  Securities Held Change : 17
   
All Securities Held : 261
  New Positions : 22
  Closed Positions : 5
  Increased Positions : 92
  Unchanged Positions : 49
  Decreased Positions : 98

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GBIL)1 Year Chart         GBIL Goldman Sachs Treasuryacces... 264 Closed $99.78 $0 0 0% -311,000 -3,121 0    N/A
   (QQQX)1 Year Chart         QQQX Nasdaq Premium Income & Gro... 263 Closed $24.74 $0 0 0% -242,000 -10,454 0    Closed - End Fund - Debt
   (TFI)1 Year Chart         TFI Spdr Brcly Cap Muni Bond 262 Closed $45.56 $0 0 0% -306,000 -6,502 0    Closed - End Fund - E...
   (DAPR)1 Year Chart         DAPR Ft Cboe Vest Us Equity Deep... 266 Closed $0.00 $0 0 0% -560,000 -17,311 0    N/A
   (UJUN)1 Year Chart         UJUN Innovator S&p 500 Ultra Buf... 265 Closed $0.00 $0 0 0% -652,000 -21,707 0    N/A

      5 Records Found
  1    
Page 1 of 1
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