CPWM
Cypress Point Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-359
| Closed | -$24K | – | 60 |
|
|
2021
Q3 | $24K | Hold |
359
| – | – | 0.02% | 87 |
|
|
2021
Q2 | $28K | Hold |
359
| – | – | 0.02% | 83 |
|
|
2021
Q1 | $28K | Sell |
359
-20,107
| -98% | -$1.57M | 0.03% | 51 |
|
|
2020
Q4 | $1.46M | Buy |
+20,466
| New | +$1.46M | 2.21% | 7 |
|