CPWM
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Cypress Point Wealth Management’s IDEX IEX Stock Holding History

Cypress Point Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,365
Closed -$272K – 147
2020
Q4 		$272K Buy
+1,365
New +$272K 0.41% 73