CPWM
Cypress Point Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-600
| Closed | -$8K | – | 71 |
|
|
2021
Q3 | $8K | Sell |
600
-1,000
| -63% | -$13.3K | 0.01% | 120 |
|
|
2021
Q2 | $24K | Buy |
1,600
+1,000
| +167% | +$15K | 0.02% | 90 |
|
|
2021
Q1 | $7K | Hold |
600
| – | – | 0.01% | 87 |
|
|
2020
Q4 | $5K | Buy |
+600
| New | +$5K | 0.01% | 178 |
|