CPWM
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Cypress Point Wealth Management’s CVS Health CVS Stock Holding History

Cypress Point Wealth Management’s Portfolio CVS Stock Details CVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-83
Closed -$7K – 57
2021
Q3 		$7K Hold
83
– – 0.01% 121
2021
Q2 		$7K Hold
83
– – 0.01% 158
2021
Q1 		$6K Sell
83
-150
-64% -$10.8K 0.01% 89
2020
Q4 		$16K Buy
+233
New +$16K 0.02% 137