CPWM
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Cypress Point Wealth Management’s Dominion Energy D Stock Holding History

Cypress Point Wealth Management’s Portfolio D Stock Details D Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,365
Closed -$554K – 129
2020
Q4 		$554K Buy
+7,365
New +$554K 0.84% 40