CPWM
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Cypress Point Wealth Management’s Diageo DEO Stock Holding History

Cypress Point Wealth Management’s Portfolio DEO Stock Details DEO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,690
Closed -$586K – 130
2020
Q4 		$586K Buy
+3,690
New +$586K 0.89% 36