CPWM
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Cypress Point Wealth Management’s Dropbox DBX Stock Holding History

Cypress Point Wealth Management’s Portfolio DBX Stock Details DBX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-70
Closed -$2K – 59
2021
Q3 		$2K Hold
70
– – ﹤0.01% 136
2021
Q2 		$2K Hold
70
– – ﹤0.01% 181
2021
Q1 		$2K Hold
70
– – ﹤0.01% 99
2020
Q4 		$2K Buy
+70
New +$2K ﹤0.01% 184