CPWM
Cypress Point Wealth Management’s Corteva CTVA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-359
| Closed | -$15K | – | 56 |
|
2021
Q3 | $15K | Hold |
359
| – | – | 0.01% | 101 |
|
2021
Q2 | $16K | Hold |
359
| – | – | 0.01% | 114 |
|
2021
Q1 | $17K | Sell |
359
-23,761
| -99% | -$1.13M | 0.02% | 65 |
|
2020
Q4 | $934K | Buy |
+24,120
| New | +$934K | 1.42% | 18 |
|