CPWM
C icon

Cypress Point Wealth Management’s Citigroup C Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-942
Closed -$66K 46
2021
Q3
$66K Buy
942
+17
+2% +$1.19K 0.05% 54
2021
Q2
$65K Buy
+925
New +$65K 0.05% 54