CPWM

Cypress Point Wealth Management’s Equinox Gold EQX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,000	Closed	-$21K	–	173
2021 Q2	$21K	Buy	3,000 +1,000	+50%	+$7K	0.01%	100
2021 Q1	$16K	Hold	2,000	–	–	0.02%	67
2020 Q4	$21K	Buy	+2,000	New	+$21K	0.03%	129