CWS
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Cypress Wealth Services’s ESS Tech GWH Stock Holding History

Cypress Wealth Services’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-667
Closed -$8.18K – 289
2024
Q2 		$8.18K Hold
667
– – ﹤0.01% 259
2024
Q1 		$7.23K Hold
667
– – ﹤0.01% 260
2023
Q4 		$11.4K Hold
667
– – ﹤0.01% 244
2023
Q3 		$18.8K Buy
+667
New +$18.8K 0.01% 240