CPWM
Cypress Point Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-936
| Closed | -$51K | – | 55 |
|
|
2021
Q3 | $51K | Buy |
936
+11
| +1% | +$599 | 0.04% | 58 |
|
|
2021
Q2 | $49K | Buy |
+925
| New | +$49K | 0.03% | 62 |
|
|
2021
Q1 | – | Sell |
-20,765
| Closed | -$929K | – | 127 |
|
|
2020
Q4 | $929K | Buy |
+20,765
| New | +$929K | 1.41% | 19 |
|