CPWM
Cypress Point Wealth Management’s Asana ASAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,612
| Closed | -$304K | – | 26 |
|
|
2022
Q1 | $304K | Hold |
7,612
| – | – | 0.31% | 28 |
|
|
2021
Q4 | $567K | Hold |
7,612
| – | – | 0.53% | 23 |
|
|
2021
Q3 | $790K | Hold |
7,612
| – | – | 0.56% | 18 |
|
|
2021
Q2 | $472K | Sell |
7,612
-1,719
| -18% | -$107K | 0.34% | 21 |
|
|
2021
Q1 | $267K | Buy |
9,331
+8,307
| +811% | +$238K | 0.28% | 21 |
|
|
2020
Q4 | $30K | Buy |
+1,024
| New | +$30K | 0.05% | 117 |
|