CPWM

Cypress Point Wealth Management’s Walt Disney DIS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6	Closed	-$1K	–	63
2021 Q3	$1K	Buy	+6	New	+$1K	﹤0.01%	143
2021 Q1	–	Sell	-3,000	Closed	-$544K	–	132
2020 Q4	$544K	Buy	+3,000	New	+$544K	0.83%	42