CPWM
B

Cypress Point Wealth Management’s Barrick Mining Corporation B Stock Holding History

Cypress Point Wealth Management’s Portfolio B Stock Details B Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,530
Closed -$182K – 57
2023
Q3 		$182K Buy
+12,530
New +$182K 0.16% 52
2021
Q1 		– Sell
-33,765
Closed -$769K – 140
2020
Q4 		$769K Buy
+33,765
New +$769K 1.17% 29