CPWM
AEVA
Cypress Point Wealth Management’s Aeva Technologies AEVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,364
| Closed | -$12.3K | – | 43 |
|
|
2023
Q1 | $12.3K | Hold |
10,364
| – | – | 0.02% | 39 |
|
|
2022
Q4 | $14.1K | Hold |
10,364
| – | – | 0.02% | 37 |
|
|
2022
Q3 | $19K | Buy |
+10,364
| New | +$19K | 0.04% | 25 |
|
|
2021
Q4 | – | Sell |
-10,494
| Closed | -$83K | – | 33 |
|
|
2021
Q3 | $83K | Buy |
+10,494
| New | +$83K | 0.06% | 46 |
|