CPWM

Cypress Point Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,000	Closed	-$23K	–	185
2021 Q2	$23K	Buy	1,000 +400	+67%	+$9.2K	0.02%	95
2021 Q1	$15K	Buy	600 +400	+200%	+$10K	0.02%	68
2020 Q4	$6K	Buy	+200	New	+$6K	0.01%	173